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 | $23,538 | $107,334-78.1% | $92,893-74.7% | $152,861-84.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.98% | 145.58%-129.6pp | 109.41%-93.4pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,251 | $4,221-70.4% | $3,653-65.7% | $4,762-73.7% |
| Participant deferral / active EE | $3,575 | $4,845-26.2% | $4,236-15.6% | $5,850-38.9% |
| Admin fee / account holder | $342 | $7,079-95.2% | $5,794-94.1% | $11,596-97.0% |