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 | $28,315 | $85,022-66.7% | $70,515-59.8% | $139,434-79.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 12.40% | 30.38%-18.0pp | 32.77%-20.4pp | 372.94%-360.5pp |
| Employer contribution / active EE | $890 | $3,909-77.2% | $2,973-70.1% | $4,751-81.3% |
| Participant deferral / active EE | $1,802 | $5,890-69.4% | $4,567-60.6% | $6,710-73.2% |
| Admin fee / account holder | $586 | $8,906-93.4% | $6,412-90.9% | $11,403-94.9% |