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 | $46,472 | $99,079-53.1% | $77,999-40.4% | $273,961-83.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.63% | 217.93%-209.3pp | 425.96%-417.3pp | 41.45%-32.8pp |
| Employer contribution / active EE | $630 | $3,308-80.9% | $2,470-74.5% | $4,869-87.1% |
| Participant deferral / active EE | $3,233 | $4,306-24.9% | $3,497-7.5% | $5,287-38.8% |
| Admin fee / account holder | $387 | $8,954-95.7% | $5,480-92.9% | $10,132-96.2% |