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 | $20,991 | $77,634-73.0% | $156,549-86.6% | $62,891-66.6% |
| Participation rate | 98.8% | 71.2%+27.6pp | 84.0%+14.8pp | 69.3%+29.5pp |
| Annual return | 6.69% | 50.32%-43.6pp | 32.23%-25.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $411 | $3,444-88.1% | $5,501-92.5% | $2,281-82.0% |
| Participant deferral / active EE | $2,088 | $3,045-31.4% | $4,871-57.1% | $3,203-34.8% |
| Admin fee / account holder | $900 | $5,561-83.8% | $13,027-93.1% | $4,296-79.0% |