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 | $26,379 | $99,652-73.5% | $78,778-66.5% | $147,584-82.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.98% | 47.28%-37.3pp | 35.62%-25.6pp | 578.55%-568.6pp |
| Employer contribution / active EE | $851 | $2,796-69.6% | $1,986-57.1% | $4,876-82.5% |
| Participant deferral / active EE | $1,215 | $3,664-66.8% | $2,958-58.9% | $5,439-77.7% |
| Admin fee / account holder | $3,641 | $7,155-49.1% | $5,134-29.1% | $10,885-66.6% |