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 | $37,177 | $73,515-49.4% | $62,995-41.0% | $147,584-74.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 21.08% | 175.43%-154.4pp | 87.57%-66.5pp | 578.55%-557.5pp |
| Employer contribution / active EE | $938 | $3,320-71.8% | $2,759-66.0% | $4,876-80.8% |
| Participant deferral / active EE | $2,405 | $4,185-42.5% | $3,329-27.8% | $5,439-55.8% |
| Admin fee / account holder | $1,029 | $5,953-82.7% | $3,600-71.4% | $10,885-90.5% |