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 6-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 | $12,418 | $100,970-87.7% | $96,576-87.1% | $137,256-91.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.68% | 38.16%-16.5pp | 38.47%-16.8pp | 220.34%-198.7pp |
| Employer contribution / active EE | $726 | $3,809-80.9% | $3,553-79.6% | $4,156-82.5% |
| Participant deferral / active EE | $2,190 | $8,286-73.6% | $7,956-72.5% | $6,407-65.8% |
| Admin fee / account holder | $920 | $11,312-91.9% | $11,381-91.9% | $12,270-92.5% |