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 | $22,813 | $118,680-80.8% | $98,907-76.9% | $158,922-85.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.51% | 372.35%-356.8pp | 196.43%-180.9pp | 302.83%-287.3pp |
| Employer contribution / active EE | $500 | $3,333-85.0% | $2,689-81.4% | $4,761-89.5% |
| Participant deferral / active EE | $1,472 | $5,088-71.1% | $4,244-65.3% | $5,982-75.4% |
| Admin fee / account holder | $934 | $10,131-90.8% | $6,642-85.9% | $11,246-91.7% |