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 | $12,222 | $46,553-73.7% | $64,056-80.9% | $75,163-83.7% |
| Participation rate | 74.2% | 65.9%+8.3pp | 72.3%+1.9pp | 67.2%+7.0pp |
| Annual return | 12.38% | 26.03%-13.7pp | 33.69%-21.3pp | 160.62%-148.2pp |
| Employer contribution / active EE | $940 | $1,974-52.4% | $2,747-65.8% | $2,670-64.8% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $526 | $2,952-82.2% | $3,068-82.8% | $5,651-90.7% |