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 | $44,181 | $117,381-62.4% | $99,443-55.6% | $152,861-71.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 22.79% | 31.87%-9.1pp | 30.72%-7.9pp | 345.32%-322.5pp |
| Employer contribution / active EE | $530 | $3,013-82.4% | $2,540-79.1% | $4,762-88.9% |
| Participant deferral / active EE | $18,625 | $4,086+355.8% | $3,619+414.7% | $5,850+218.4% |
| Admin fee / account holder | $664 | $7,631-91.3% | $6,250-89.4% | $11,596-94.3% |