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 | $21,814 | $97,125-77.5% | $86,233-74.7% | $137,256-84.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.48% | 74.19%-62.7pp | 61.39%-49.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,401 | $2,841-15.5% | $2,504-4.1% | $4,156-42.2% |
| Participant deferral / active EE | $858 | $5,180-83.4% | $4,559-81.2% | $6,407-86.6% |
| Admin fee / account holder | $5,862 | $9,725-39.7% | $8,342-29.7% | $12,270-52.2% |