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 | $30,600 | $101,069-69.7% | $81,478-62.4% | $147,584-79.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.43% | 32.40%-18.0pp | 38.78%-24.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,103 | $3,205-65.6% | $2,568-57.0% | $4,876-77.4% |
| Participant deferral / active EE | $548 | $4,242-87.1% | $3,537-84.5% | $5,439-89.9% |
| Admin fee / account holder | $537 | $5,812-90.8% | $4,561-88.2% | $10,885-95.1% |