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 | $20,083 | $85,022-76.4% | $70,515-71.5% | $139,434-85.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 16.24% | 30.38%-14.1pp | 32.77%-16.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $557 | $3,909-85.7% | $2,973-81.3% | $4,751-88.3% |
| Participant deferral / active EE | $1,924 | $5,890-67.3% | $4,567-57.9% | $6,710-71.3% |
| Admin fee / account holder | $13,159 | $8,906+47.8% | $6,412+105.2% | $11,403+15.4% |