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 | $35,920 | $96,635-62.8% | $86,612-58.5% | $139,434-74.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.95% | 106.41%-89.5pp | 591.07%-574.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $634 | $3,263-80.6% | $3,022-79.0% | $4,751-86.7% |
| Participant deferral / active EE | $3,626 | $4,836-25.0% | $4,438-18.3% | $6,710-46.0% |
| Admin fee / account holder | $5,792 | $6,408-9.6% | $5,614+3.2% | $11,403-49.2% |