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 | $19,286 | $62,672-69.2% | $185,117-89.6% | $70,131-72.5% |
| Participation rate | 71.9% | 63.8%+8.2pp | 77.3%-5.3pp | 69.5%+2.4pp |
| Annual return | 16.16% | 40.79%-24.6pp | 40.50%-24.3pp | 73.14%-57.0pp |
| Employer contribution / active EE | $317 | $1,753-81.9% | $4,182-92.4% | $2,342-86.5% |
| Participant deferral / active EE | $1,867 | $3,272-42.9% | $5,045-63.0% | $3,332-44.0% |
| Admin fee / account holder | $4,397 | $3,932+11.8% | $8,159-46.1% | $4,645-5.3% |