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 | $23,357 | $101,069-76.9% | $81,478-71.3% | $147,584-84.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.79% | 32.40%-17.6pp | 38.78%-24.0pp | 578.55%-563.8pp |
| Employer contribution / active EE | $193 | $3,205-94.0% | $2,568-92.5% | $4,876-96.0% |
| Participant deferral / active EE | $985 | $4,242-76.8% | $3,537-72.1% | $5,439-81.9% |
| Admin fee / account holder | $1,005 | $5,812-82.7% | $4,561-78.0% | $10,885-90.8% |