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 3-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 | $6,663 | $100,773-93.4% | $88,946-92.5% | $142,382-95.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.21% | 70.18%-48.0pp | 57.82%-35.6pp | 217.08%-194.9pp |
| Employer contribution / active EE | $897 | $2,918-69.3% | $2,555-64.9% | $4,299-79.1% |
| Participant deferral / active EE | $3,520 | $5,230-32.7% | $4,581-23.2% | $6,507-45.9% |
| Admin fee / account holder | $794 | $9,693-91.8% | $8,261-90.4% | $12,624-93.7% |