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 | $16,371 | $43,075-62.0% | $74,583-78.1% | $62,891-74.0% |
| Participation rate | 82.9% | 58.1%+24.9pp | 68.1%+14.8pp | 69.3%+13.6pp |
| Annual return | 16.22% | 17.50%-1.3pp | 20.47%-4.2pp | 20.14%-3.9pp |
| Employer contribution / active EE | $336 | $1,498-77.6% | $2,525-86.7% | $2,281-85.3% |
| Participant deferral / active EE | $1,058 | $2,389-55.7% | $3,458-69.4% | $3,203-67.0% |
| Admin fee / account holder | $524 | $2,840-81.5% | $4,138-87.3% | $4,296-87.8% |