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 | $7,810 | $72,071-89.2% | $68,368-88.6% | $137,256-94.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.82% | 353.14%-333.3pp | 292.57%-272.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $540 | $2,788-80.6% | $2,649-79.6% | $4,156-87.0% |
| Participant deferral / active EE | $1,132 | $4,410-74.3% | $4,123-72.5% | $6,407-82.3% |
| Admin fee / account holder | $3,409 | $5,336-36.1% | $5,150-33.8% | $12,270-72.2% |