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 | $20,200 | $48,364-58.2% | $71,796-71.9% | $62,891-67.9% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 121.03% | 13.16%+107.9pp | 78.04%+43.0pp | 20.14%+100.9pp |
| Employer contribution / active EE | $639 | $1,042-38.7% | $1,924-66.8% | $2,281-72.0% |
| Participant deferral / active EE | $1,331 | $2,091-36.3% | $2,794-52.4% | $3,203-58.4% |
| Admin fee / account holder | $10,298 | $3,771+173.1% | $4,815+113.9% | $4,296+139.7% |