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 | $20,319 | $93,346-78.2% | $71,796-71.7% | $273,961-92.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.11% | 130.39%-125.3pp | 78.04%-72.9pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,221 | $2,733-55.3% | $1,924-36.5% | $4,869-74.9% |
| Participant deferral / active EE | $4,681 | $3,475+34.7% | $2,794+67.5% | $5,287-11.5% |
| Admin fee / account holder | $330 | $6,571-95.0% | $4,815-93.2% | $10,132-96.7% |