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 | $15,716 | $77,899-79.8% | $149,673-89.5% | $75,163-79.1% |
| Participation rate | 74.4% | 65.6%+8.8pp | 78.8%-4.3pp | 67.2%+7.2pp |
| Annual return | 16.54% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $675 | $3,137-78.5% | $4,818-86.0% | $2,670-74.7% |
| Participant deferral / active EE | $1,269 | $3,411-62.8% | $5,680-77.7% | $4,125-69.2% |
| Admin fee / account holder | $3,767 | $5,956-36.8% | $13,210-71.5% | $5,651-33.3% |