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 | $27,078 | $118,849-77.2% | $96,562-72.0% | $167,490-83.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.40% | 50.49%-41.1pp | 37.78%-28.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $988 | $3,120-68.3% | $2,356-58.1% | $4,837-79.6% |
| Participant deferral / active EE | $1,424 | $4,616-69.2% | $3,849-63.0% | $6,341-77.6% |
| Admin fee / account holder | $708 | $8,065-91.2% | $6,181-88.5% | $12,309-94.2% |