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 | $61,009 | $78,705-22.5% | $117,854-48.2% | $70,131-13.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.58% | 23.30%-9.7pp | 335.08%-321.5pp | 73.14%-59.6pp |
| Employer contribution / active EE | $940 | $2,223-57.7% | $3,786-75.2% | $2,342-59.9% |
| Participant deferral / active EE | $2,844 | $3,297-13.7% | $4,482-36.5% | $3,332-14.6% |
| Admin fee / account holder | $1,073 | $5,065-78.8% | $8,020-86.6% | $4,645-76.9% |