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 3-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 | $8,619 | $101,618-91.5% | $93,063-90.7% | $137,256-93.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 12.76% | 223.95%-211.2pp | 34.15%-21.4pp | 220.34%-207.6pp |
| Employer contribution / active EE | $818 | $2,707-69.8% | $2,476-67.0% | $4,156-80.3% |
| Participant deferral / active EE | $1,397 | $4,279-67.4% | $3,958-64.7% | $6,407-78.2% |
| Admin fee / account holder | $1,778 | $6,198-71.3% | $6,033-70.5% | $12,270-85.5% |