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 | $41,463 | $107,334-61.4% | $92,893-55.4% | $152,861-72.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.40% | 145.58%-128.2pp | 109.41%-92.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $913 | $4,221-78.4% | $3,653-75.0% | $4,762-80.8% |
| Participant deferral / active EE | $3,926 | $4,845-19.0% | $4,236-7.3% | $5,850-32.9% |
| Admin fee / account holder | $37,517 | $7,079+430.0% | $5,794+547.5% | $11,596+223.5% |