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 | $37,762 | $77,899-51.5% | $149,673-74.8% | $75,163-49.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.01% | 31.72%-13.7pp | 134.42%-116.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $633 | $3,137-79.8% | $4,818-86.9% | $2,670-76.3% |
| Participant deferral / active EE | $1,841 | $3,411-46.0% | $5,680-67.6% | $4,125-55.4% |
| Admin fee / account holder | $508 | $5,956-91.5% | $13,210-96.2% | $5,651-91.0% |