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 | $27,977 | $99,079-71.8% | $77,999-64.1% | $273,961-89.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.40% | 217.93%-212.5pp | 425.96%-420.6pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,478 | $3,308-55.3% | $2,470-40.2% | $4,869-69.6% |
| Participant deferral / active EE | $1,750 | $4,306-59.4% | $3,497-49.9% | $5,287-66.9% |
| Admin fee / account holder | $10,483 | $8,954+17.1% | $5,480+91.3% | $10,132+3.5% |