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 | $40,891 | $96,635-57.7% | $86,612-52.8% | $139,434-70.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.28% | 106.41%-92.1pp | 591.07%-576.8pp | 372.94%-358.7pp |
| Employer contribution / active EE | $799 | $3,263-75.5% | $3,022-73.6% | $4,751-83.2% |
| Participant deferral / active EE | $4,388 | $4,836-9.3% | $4,438-1.1% | $6,710-34.6% |
| Admin fee / account holder | $3,782 | $6,408-41.0% | $5,614-32.6% | $11,403-66.8% |