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 | $14,166 | $102,966-86.2% | $90,281-84.3% | $152,861-90.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 31.30% | 95.16%-63.9pp | 78.10%-46.8pp | 345.32%-314.0pp |
| Employer contribution / active EE | $760 | $3,139-75.8% | $2,854-73.4% | $4,762-84.0% |
| Participant deferral / active EE | $1,503 | $4,281-64.9% | $3,885-61.3% | $5,850-74.3% |
| Admin fee / account holder | $674 | $6,171-89.1% | $5,351-87.4% | $11,596-94.2% |