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 4-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 | $9,166 | $95,266-90.4% | $82,389-88.9% | $142,382-93.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.26% | 25.74%-12.5pp | 28.67%-15.4pp | 217.08%-203.8pp |
| Employer contribution / active EE | $528 | $2,991-82.4% | $2,517-79.0% | $4,299-87.7% |
| Participant deferral / active EE | $1,084 | $4,809-77.5% | $4,155-73.9% | $6,507-83.3% |
| Admin fee / account holder | $2,205 | $8,563-74.3% | $7,231-69.5% | $12,624-82.5% |