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 | $15,561 | $102,966-84.9% | $90,281-82.8% | $152,861-89.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.74% | 95.16%-76.4pp | 78.10%-59.4pp | 345.32%-326.6pp |
| Employer contribution / active EE | $365 | $3,139-88.4% | $2,854-87.2% | $4,762-92.3% |
| Participant deferral / active EE | $771 | $4,281-82.0% | $3,885-80.2% | $5,850-86.8% |
| Admin fee / account holder | $3,514 | $6,171-43.1% | $5,351-34.3% | $11,596-69.7% |