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 | $10,482 | $108,172-90.3% | $77,482-86.5% | $158,922-93.4% |
| Participation rate | 88.9% | 64.4%+24.5pp | 54.2%+34.7pp | 82.0%+6.9pp |
| Annual return | 13.74% | 31.67%-17.9pp | 54.79%-41.0pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,310 | $1,325+74.3% | $986+134.1% | $4,761-51.5% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,982-100.0% |
| Admin fee / account holder | $868 | $3,708-76.6% | $2,858-69.6% | $11,246-92.3% |