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 | $18,119 | $75,828-76.1% | $147,614-87.7% | $59,632-69.6% |
| Participation rate | 91.9% | 71.6%+20.3pp | 84.6%+7.3pp | 68.7%+23.2pp |
| Annual return | 1.14% | 0.37%+0.8pp | 61.98%-60.8pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $1,294 | $3,485-62.9% | $5,564-76.8% | $2,203-41.3% |
| Participant deferral / active EE | $2,519 | $3,130-19.5% | $4,895-48.5% | $3,192-21.1% |
| Admin fee / account holder | $1,553 | $5,985-74.1% | $11,611-86.6% | $4,297-63.9% |