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 | $10,219 | $142,382-92.8% | $10,2190% | $142,382-92.8% |
| Participation rate | 87.5% | 80.1%+7.4pp | 87.5%0pp | 80.1%+7.4pp |
| Annual return | 23.36% | 217.08%-193.7pp | 23.36%0pp | 217.08%-193.7pp |
| Employer contribution / active EE | $932 | $4,299-78.3% | $9320% | $4,299-78.3% |
| Participant deferral / active EE | $3,375 | $6,507-48.1% | $3,3750% | $6,507-48.1% |
| Admin fee / account holder | $1,143 | $12,624-90.9% | $1,1430% | $12,624-90.9% |