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 | $60,356 | $99,079-39.1% | $77,999-22.6% | $273,961-78.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.14% | 217.93%-209.8pp | 425.96%-417.8pp | 41.45%-33.3pp |
| Employer contribution / active EE | $918 | $3,308-72.2% | $2,470-62.8% | $4,869-81.1% |
| Participant deferral / active EE | $2,258 | $4,306-47.6% | $3,497-35.4% | $5,287-57.3% |
| Admin fee / account holder | $4,112 | $8,954-54.1% | $5,480-25.0% | $10,132-59.4% |