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 | $64,839-65.2% | $95,585-76.4% | $84,808-73.4% |
| Participation rate | 78.8% | 63.8%+15.0pp | 72.1%+6.7pp | 68.3%+10.5pp |
| Annual return | 14.63% | -670.96%+685.6pp | 38.56%-23.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $622 | $1,759-64.6% | $2,527-75.4% | $2,631-76.4% |
| Participant deferral / active EE | $1,493 | $2,965-49.6% | $4,023-62.9% | $4,212-64.6% |
| Admin fee / account holder | $2,902 | $5,964-51.3% | $6,127-52.6% | $7,344-60.5% |