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 | $19,293 | $117,841-83.6% | $102,423-81.2% | $145,922-86.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.83% | 31.65%-18.8pp | 29.32%-16.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,163 | $3,615-67.8% | $3,023-61.5% | $4,660-75.0% |
| Participant deferral / active EE | $1,774 | $5,731-69.0% | $5,053-64.9% | $6,688-73.5% |
| Admin fee / account holder | $6,638 | $13,326-50.2% | $9,451-29.8% | $13,397-50.5% |