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 | $16,249 | $48,076-66.2% | $78,689-79.4% | $62,891-74.2% |
| Participation rate | 82.2% | 65.2%+17.0pp | 73.6%+8.6pp | 69.3%+12.9pp |
| Annual return | 5.35% | 31.35%-26.0pp | 62.18%-56.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $786 | $2,015-61.0% | $2,851-72.4% | $2,281-65.6% |
| Participant deferral / active EE | $1,355 | $2,588-47.6% | $3,517-61.5% | $3,203-57.7% |
| Admin fee / account holder | $427 | $3,207-86.7% | $4,510-90.5% | $4,296-90.1% |