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 4-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 | $10,166 | $97,125-89.5% | $86,233-88.2% | $137,256-92.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.16% | 74.19%-54.0pp | 61.39%-41.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,228 | $2,841-56.8% | $2,504-51.0% | $4,156-70.5% |
| Participant deferral / active EE | $2,604 | $5,180-49.7% | $4,559-42.9% | $6,407-59.4% |
| Admin fee / account holder | $397 | $9,725-95.9% | $8,342-95.2% | $12,270-96.8% |