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 | $28,948 | $106,515-72.8% | $96,683-70.1% | $139,434-79.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.00% | 38.43%-26.4pp | 35.69%-23.7pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,511 | $4,103-63.2% | $3,737-59.6% | $4,751-68.2% |
| Participant deferral / active EE | $1,954 | $5,454-64.2% | $4,878-59.9% | $6,710-70.9% |
| Admin fee / account holder | $890 | $7,877-88.7% | $6,730-86.8% | $11,403-92.2% |