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 | $12,931 | $103,949-87.6% | $69,182-81.3% | $273,961-95.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 4.21% | 35.28%-31.1pp | -21.93%+26.1pp | 41.45%-37.2pp |
| Employer contribution / active EE | $197 | $1,783-89.0% | $1,206-83.7% | $4,869-96.0% |
| Participant deferral / active EE | $955 | $2,716-64.8% | $1,897-49.6% | $5,287-81.9% |
| Admin fee / account holder | $614 | $3,671-83.3% | $2,697-77.2% | $10,132-93.9% |