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 | $43,279 | $108,172-60.0% | $77,482-44.1% | $158,922-72.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 5.04% | 31.67%-26.6pp | 54.79%-49.7pp | 302.83%-297.8pp |
| Employer contribution / active EE | $634 | $1,325-52.1% | $986-35.7% | $4,761-86.7% |
| Participant deferral / active EE | $1,529 | $2,456-37.8% | $1,861-17.9% | $5,982-74.4% |
| Admin fee / account holder | $1,831 | $3,708-50.6% | $2,858-35.9% | $11,246-83.7% |