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 | $53,242 | $72,071-26.1% | $68,368-22.1% | $137,256-61.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.00% | 353.14%-334.1pp | 292.57%-273.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $780 | $2,788-72.0% | $2,649-70.6% | $4,156-81.2% |
| Participant deferral / active EE | $2,265 | $4,410-48.6% | $4,123-45.1% | $6,407-64.6% |
| Admin fee / account holder | $338 | $5,336-93.7% | $5,150-93.4% | $12,270-97.2% |