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 | $24,684 | $46,553-47.0% | $64,056-61.5% | $75,163-67.2% |
| Participation rate | 80.6% | 65.9%+14.7pp | 72.3%+8.3pp | 67.2%+13.4pp |
| Annual return | 15.63% | 26.03%-10.4pp | 33.69%-18.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $475 | $1,974-76.0% | $2,747-82.7% | $2,670-82.2% |
| Participant deferral / active EE | $2,591 | $2,837-8.7% | $3,880-33.2% | $4,125-37.2% |
| Admin fee / account holder | $5,583 | $2,952+89.1% | $3,068+82.0% | $5,651-1.2% |