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 | $19,008 | $56,835-66.6% | - | $135,375-86.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | - | 82.6%+17.4pp |
| Annual return | 4.91% | 2630.74%-2625.8pp | - | 519.73%-514.8pp |
| Employer contribution / active EE | $1,581 | $2,734-42.2% | - | $4,779-66.9% |
| Participant deferral / active EE | $1,581 | $3,681-57.0% | - | $5,609-71.8% |
| Admin fee / account holder | $530 | $1,586-66.6% | - | $10,827-95.1% |