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 | $21,870 | $73,515-70.3% | $62,995-65.3% | $147,584-85.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.80% | 175.43%-163.6pp | 87.57%-75.8pp | 578.55%-566.7pp |
| Employer contribution / active EE | $551 | $3,320-83.4% | $2,759-80.0% | $4,876-88.7% |
| Participant deferral / active EE | $902 | $4,185-78.5% | $3,329-72.9% | $5,439-83.4% |
| Admin fee / account holder | $594 | $5,953-90.0% | $3,600-83.5% | $10,885-94.5% |