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 | $17,468 | $46,553-62.5% | $64,056-72.7% | $75,163-76.8% |
| Participation rate | 78.1% | 65.9%+12.2pp | 72.3%+5.8pp | 67.2%+10.9pp |
| Annual return | 17.28% | 26.03%-8.8pp | 33.69%-16.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,341 | $1,974-32.0% | $2,747-51.2% | $2,670-49.8% |
| Participant deferral / active EE | $2,035 | $2,837-28.2% | $3,880-47.5% | $4,125-50.7% |
| Admin fee / account holder | $662 | $2,952-77.6% | $3,068-78.4% | $5,651-88.3% |