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 | $67,869 | $99,079-31.5% | $77,999-13.0% | $273,961-75.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.57% | 217.93%-212.4pp | 425.96%-420.4pp | 41.45%-35.9pp |
| Employer contribution / active EE | $629 | $3,308-81.0% | $2,470-74.5% | $4,869-87.1% |
| Participant deferral / active EE | $2,516 | $4,306-41.6% | $3,497-28.1% | $5,287-52.4% |
| Admin fee / account holder | $901 | $8,954-89.9% | $5,480-83.6% | $10,132-91.1% |