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 4-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 | $8,579 | $87,166-90.2% | $76,735-88.8% | $137,256-93.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 22.24% | 26.50%-4.3pp | 29.77%-7.5pp | 220.34%-198.1pp |
| Employer contribution / active EE | $722 | $2,904-75.1% | $2,454-70.6% | $4,156-82.6% |
| Participant deferral / active EE | $2,635 | $4,726-44.2% | $4,088-35.5% | $6,407-58.9% |
| Admin fee / account holder | $474 | $8,403-94.4% | $7,189-93.4% | $12,270-96.1% |