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 | $14,201 | $65,375-78.3% | - | $152,861-90.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | - | 82.4%+17.6pp |
| Annual return | 16.66% | 27.96%-11.3pp | - | 345.32%-328.7pp |
| Employer contribution / active EE | $693 | $2,747-74.8% | - | $4,762-85.5% |
| Participant deferral / active EE | $1,624 | $4,110-60.5% | - | $5,850-72.2% |
| Admin fee / account holder | $10,339 | $4,607+124.4% | - | $11,596-10.8% |