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 | $17,710 | $46,553-62.0% | $64,056-72.4% | $75,163-76.4% |
| Participation rate | 81.8% | 65.9%+15.9pp | 72.3%+9.5pp | 67.2%+14.6pp |
| Annual return | 14.03% | 26.03%-12.0pp | 33.69%-19.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,323 | $1,974-33.0% | $2,747-51.8% | $2,670-50.4% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $773 | $2,952-73.8% | $3,068-74.8% | $5,651-86.3% |