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 | $12,191 | $117,983-89.7% | $101,794-88.0% | $142,382-91.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.51% | 36.92%-18.4pp | 30.53%-12.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $988 | $2,773-64.4% | $2,289-56.8% | $4,299-77.0% |
| Participant deferral / active EE | $1,513 | $4,714-67.9% | $4,084-63.0% | $6,507-76.7% |
| Admin fee / account holder | $1,109 | $10,433-89.4% | $8,777-87.4% | $12,624-91.2% |