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 4-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 | $9,186 | $100,773-90.9% | $88,946-89.7% | $142,382-93.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.76% | 70.18%-54.4pp | 57.82%-42.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $970 | $2,918-66.8% | $2,555-62.0% | $4,299-77.4% |
| Participant deferral / active EE | $2,669 | $5,230-49.0% | $4,581-41.8% | $6,507-59.0% |
| Admin fee / account holder | $934 | $9,693-90.4% | $8,261-88.7% | $12,624-92.6% |