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 | $28,189 | $64,839-56.5% | $95,585-70.5% | $84,808-66.8% |
| Participation rate | 96.8% | 63.8%+33.0pp | 72.1%+24.7pp | 68.3%+28.5pp |
| Annual return | 13.85% | -670.96%+684.8pp | 38.56%-24.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $854 | $1,759-51.5% | $2,527-66.2% | $2,631-67.5% |
| Participant deferral / active EE | $2,564 | $2,965-13.5% | $4,023-36.3% | $4,212-39.1% |
| Admin fee / account holder | $538 | $5,964-91.0% | $6,127-91.2% | $7,344-92.7% |