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 | $18,252 | $104,907-82.6% | $84,611-78.4% | $152,861-88.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 16.66% | 373.79%-357.1pp | 258.74%-242.1pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,662 | $3,302-49.7% | $2,652-37.3% | $4,762-65.1% |
| Participant deferral / active EE | $3,421 | $4,688-27.0% | $3,899-12.3% | $5,850-41.5% |
| Admin fee / account holder | $1,076 | $6,241-82.8% | $4,912-78.1% | $11,596-90.7% |