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 4-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 | $16,132 | $80,717-80.0% | $154,803-89.6% | $84,808-81.0% |
| Participation rate | 70.4% | 66.8%+3.6pp | 78.1%-7.7pp | 68.3%+2.1pp |
| Annual return | 21.92% | 37.96%-16.0pp | 58.88%-37.0pp | 40.90%-19.0pp |
| Employer contribution / active EE | $353 | $2,761-87.2% | $4,305-91.8% | $2,631-86.6% |
| Participant deferral / active EE | $3,187 | $3,303-3.5% | $5,540-42.5% | $4,212-24.3% |
| Admin fee / account holder | $659 | $6,746-90.2% | $14,329-95.4% | $7,344-91.0% |