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 | $17,802 | $77,634-77.1% | $156,549-88.6% | $62,891-71.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.61% | 50.32%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $726 | $3,444-78.9% | $5,501-86.8% | $2,281-68.2% |
| Participant deferral / active EE | $1,127 | $3,045-63.0% | $4,871-76.9% | $3,203-64.8% |
| Admin fee / account holder | $610 | $5,561-89.0% | $13,027-95.3% | $4,296-85.8% |