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 | $40,166 | $78,694-49.0% | $67,652-40.6% | $125,391-68.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.98% | 9.46%-8.5pp | 6625.04%-6624.1pp | 282.22%-281.2pp |
| Employer contribution / active EE | $673 | $3,044-77.9% | $2,266-70.3% | $4,866-86.2% |
| Participant deferral / active EE | $3,210 | $4,292-25.2% | $3,560-9.8% | $5,352-40.0% |
| Admin fee / account holder | $1,250 | $7,403-83.1% | $4,821-74.1% | $9,540-86.9% |