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 8-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 | $9,741 | $72,071-86.5% | $68,368-85.8% | $137,256-92.9% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 13.22% | 353.14%-339.9pp | 292.57%-279.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $835 | $2,788-70.0% | $2,649-68.5% | $4,156-79.9% |
| Participant deferral / active EE | $1,355 | $4,410-69.3% | $4,123-67.1% | $6,407-78.8% |
| Admin fee / account holder | $975 | $5,336-81.7% | $5,150-81.1% | $12,270-92.1% |