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 | $27,417 | $102,966-73.4% | $90,281-69.6% | $152,861-82.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.05% | 95.16%-77.1pp | 78.10%-60.0pp | 345.32%-327.3pp |
| Employer contribution / active EE | $520 | $3,139-83.4% | $2,854-81.8% | $4,762-89.1% |
| Participant deferral / active EE | $2,583 | $4,281-39.7% | $3,885-33.5% | $5,850-55.9% |
| Admin fee / account holder | $7,802 | $6,171+26.4% | $5,351+45.8% | $11,596-32.7% |