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 7-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 | $7,702 | $69,207-88.9% | $64,056-88.0% | $139,434-94.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.46% | 45.88%-30.4pp | 33.69%-18.2pp | 372.94%-357.5pp |
| Employer contribution / active EE | $480 | $3,182-84.9% | $2,747-82.5% | $4,751-89.9% |
| Participant deferral / active EE | $1,238 | $4,682-73.6% | $3,880-68.1% | $6,710-81.6% |
| Admin fee / account holder | $1,368 | $4,244-67.8% | $3,068-55.4% | $11,403-88.0% |