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 | $14,698 | $104,907-86.0% | $84,611-82.6% | $152,861-90.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 14.64% | 373.79%-359.2pp | 258.74%-244.1pp | 345.32%-330.7pp |
| Employer contribution / active EE | $612 | $3,302-81.5% | $2,652-76.9% | $4,762-87.1% |
| Participant deferral / active EE | $2,977 | $4,688-36.5% | $3,899-23.6% | $5,850-49.1% |
| Admin fee / account holder | $662 | $6,241-89.4% | $4,912-86.5% | $11,596-94.3% |