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 8-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 | $49,835 | $97,125-48.7% | $86,233-42.2% | $137,256-63.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.29% | 74.19%-61.9pp | 61.39%-49.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $835 | $2,841-70.6% | $2,504-66.7% | $4,156-79.9% |
| Participant deferral / active EE | $3,963 | $5,180-23.5% | $4,559-13.1% | $6,407-38.1% |
| Admin fee / account holder | $2,751 | $9,725-71.7% | $8,342-67.0% | $12,270-77.6% |