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 | $23,100 | $102,966-77.6% | $90,281-74.4% | $152,861-84.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.22% | 95.16%-73.9pp | 78.10%-56.9pp | 345.32%-324.1pp |
| Employer contribution / active EE | $909 | $3,139-71.0% | $2,854-68.2% | $4,762-80.9% |
| Participant deferral / active EE | $3,781 | $4,281-11.7% | $3,885-2.7% | $5,850-35.4% |
| Admin fee / account holder | $404 | $6,171-93.5% | $5,351-92.5% | $11,596-96.5% |