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 | $19,474 | $90,503-78.5% | $78,689-75.3% | $273,961-92.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.11% | 75.60%-68.5pp | 62.18%-55.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $994 | $3,176-68.7% | $2,851-65.1% | $4,869-79.6% |
| Participant deferral / active EE | $1,026 | $3,901-73.7% | $3,517-70.8% | $5,287-80.6% |
| Admin fee / account holder | $1,415 | $5,263-73.1% | $4,510-68.6% | $10,132-86.0% |