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 | $24,219 | $107,015-77.4% | $73,545-67.1% | $147,584-83.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 13.92% | 38.25%-24.3pp | -15.16%+29.1pp | 578.55%-564.6pp |
| Employer contribution / active EE | $670 | $1,760-61.9% | $1,219-45.0% | $4,876-86.3% |
| Participant deferral / active EE | $1,185 | $2,462-51.9% | $1,806-34.4% | $5,439-78.2% |
| Admin fee / account holder | $554 | $3,055-81.9% | $2,320-76.1% | $10,885-94.9% |