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 | $37,701 | $99,652-62.2% | $78,778-52.1% | $147,584-74.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 8.34% | 47.28%-38.9pp | 35.62%-27.3pp | 578.55%-570.2pp |
| Employer contribution / active EE | $969 | $2,796-65.3% | $1,986-51.2% | $4,876-80.1% |
| Participant deferral / active EE | $994 | $3,664-72.9% | $2,958-66.4% | $5,439-81.7% |
| Admin fee / account holder | $21,036 | $7,155+194.0% | $5,134+309.8% | $10,885+93.3% |