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 | $28,571 | $84,233-66.1% | $170,442-83.2% | $70,131-59.3% |
| Participation rate | 88.7% | 70.8%+17.8pp | 83.6%+5.1pp | 69.5%+19.1pp |
| Annual return | 13.44% | 23.06%-9.6pp | 205.93%-192.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $470 | $3,387-86.1% | $5,433-91.4% | $2,342-79.9% |
| Participant deferral / active EE | $3,751 | $3,086+21.6% | $4,939-24.1% | $3,332+12.6% |
| Admin fee / account holder | $1,834 | $5,698-67.8% | $13,880-86.8% | $4,645-60.5% |