See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,023 | $54,705-74.4% | $71,209-80.3% | $84,808-83.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.54% | 35.90%-19.4pp | 282.51%-266.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,779 | $2,158+121.5% | $2,721+75.6% | $2,631+81.7% |
| Participant deferral / active EE | $1,915 | $3,030-36.8% | $4,175-54.1% | $4,212-54.5% |
| Admin fee / account holder | $528 | $4,863-89.1% | $5,349-90.1% | $7,344-92.8% |