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 | $32,633 | $99,079-67.1% | $77,999-58.2% | $273,961-88.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.90% | 217.93%-213.0pp | 425.96%-421.1pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,648 | $3,308-50.2% | $2,470-33.3% | $4,869-66.2% |
| Participant deferral / active EE | $3,527 | $4,306-18.1% | $3,497+0.9% | $5,287-33.3% |
| Admin fee / account holder | $533 | $8,954-94.0% | $5,480-90.3% | $10,132-94.7% |