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 | $21,697 | $76,000-71.5% | $154,107-85.9% | $64,186-66.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 10.84% | 30.32%-19.5pp | 735.12%-724.3pp | 7.63%+3.2pp |
| Employer contribution / active EE | $449 | $3,351-86.6% | $5,298-91.5% | $2,381-81.1% |
| Participant deferral / active EE | $1,969 | $3,175-38.0% | $5,081-61.3% | $3,470-43.3% |
| Admin fee / account holder | $351 | $5,596-93.7% | $13,411-97.4% | $4,888-92.8% |