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 | $16,350 | $47,848-65.8% | $81,478-79.9% | $70,131-76.7% |
| Participation rate | 74.1% | 58.3%+15.8pp | 68.0%+6.1pp | 69.5%+4.5pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $711 | $1,527-53.4% | $2,568-72.3% | $2,342-69.6% |
| Participant deferral / active EE | $985 | $2,453-59.9% | $3,537-72.2% | $3,332-70.4% |
| Admin fee / account holder | $673 | $3,145-78.6% | $4,561-85.2% | $4,645-85.5% |