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 | $45,199 | $99,921-54.8% | $85,009-46.8% | $145,959-69.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.05% | 83.89%-73.8pp | 66.47%-56.4pp | 561.95%-551.9pp |
| Employer contribution / active EE | $960 | $3,233-70.3% | $2,728-64.8% | $4,661-79.4% |
| Participant deferral / active EE | $24,000 | $5,293+353.4% | $4,522+430.8% | $6,689+258.8% |
| Admin fee / account holder | $765 | $7,252-89.4% | $6,153-87.6% | $13,398-94.3% |