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 | $24,534 | $90,503-72.9% | $78,689-68.8% | $273,961-91.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.27% | 75.60%-70.3pp | 62.18%-56.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $437 | $3,176-86.2% | $2,851-84.7% | $4,869-91.0% |
| Participant deferral / active EE | $1,046 | $3,901-73.2% | $3,517-70.3% | $5,287-80.2% |
| Admin fee / account holder | $317 | $5,263-94.0% | $4,510-93.0% | $10,132-96.9% |