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 | $22,550 | $63,703-64.6% | $93,063-75.8% | $82,448-72.6% |
| Participation rate | 78.8% | 63.8%+15.0pp | 72.1%+6.7pp | 68.1%+10.7pp |
| Annual return | 14.63% | -775.43%+790.1pp | 34.15%-19.5pp | 41.64%-27.0pp |
| Employer contribution / active EE | $622 | $1,729-64.0% | $2,476-74.9% | $2,551-75.6% |
| Participant deferral / active EE | $1,493 | $2,919-48.9% | $3,958-62.3% | $4,139-63.9% |
| Admin fee / account holder | $2,902 | $5,982-51.5% | $6,033-51.9% | $7,234-59.9% |