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 | $22,728 | $91,037-75.0% | $71,671-68.3% | $147,584-84.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 12.17% | 20.48%-8.3pp | 20.65%-8.5pp | 578.55%-566.4pp |
| Employer contribution / active EE | $520 | $3,327-84.4% | $2,460-78.9% | $4,876-89.3% |
| Participant deferral / active EE | $1,684 | $4,498-62.6% | $3,438-51.0% | $5,439-69.0% |
| Admin fee / account holder | $402 | $8,613-95.3% | $5,558-92.8% | $10,885-96.3% |