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 | $46,190 | $107,015-56.8% | $73,545-37.2% | $147,584-68.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 18.99% | 38.25%-19.3pp | -15.16%+34.2pp | 578.55%-559.6pp |
| Employer contribution / active EE | $449 | $1,760-74.5% | $1,219-63.2% | $4,876-90.8% |
| Participant deferral / active EE | $3,933 | $2,462+59.8% | $1,806+117.8% | $5,439-27.7% |
| Admin fee / account holder | $625 | $3,055-79.6% | $2,320-73.1% | $10,885-94.3% |