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 | $41,196 | $108,642-62.1% | $74,701-44.9% | $152,861-73.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 22.11% | 114.06%-92.0pp | 752.92%-730.8pp | 345.32%-323.2pp |
| Employer contribution / active EE | $548 | $1,503-63.6% | $1,084-49.4% | $4,762-88.5% |
| Participant deferral / active EE | $1,261 | $2,712-53.5% | $1,964-35.8% | $5,850-78.4% |
| Admin fee / account holder | $953 | $4,902-80.6% | $3,333-71.4% | $11,596-91.8% |