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 | $23,234 | $104,907-77.9% | $84,611-72.5% | $152,861-84.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.79% | 373.79%-355.0pp | 258.74%-240.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $948 | $3,302-71.3% | $2,652-64.3% | $4,762-80.1% |
| Participant deferral / active EE | $7,690 | $4,688+64.0% | $3,899+97.2% | $5,850+31.4% |
| Admin fee / account holder | $2,451 | $6,241-60.7% | $4,912-50.1% | $11,596-78.9% |