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 | $33,250 | $153,311-78.3% | $109,313-69.6% | $273,961-87.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.91% | 29.86%-24.0pp | 22.07%-16.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $325 | $5,619-94.2% | $3,892-91.6% | $4,869-93.3% |
| Participant deferral / active EE | $806 | $3,932-79.5% | $3,166-74.5% | $5,287-84.8% |
| Admin fee / account holder | $565 | $8,076-93.0% | $5,666-90.0% | $10,132-94.4% |