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 | $16,659 | $77,634-78.5% | $156,549-89.4% | $62,891-73.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.92% | 50.32%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $797 | $3,444-76.9% | $5,501-85.5% | $2,281-65.1% |
| Participant deferral / active EE | $1,916 | $3,045-37.1% | $4,871-60.7% | $3,203-40.2% |
| Admin fee / account holder | $459 | $5,561-91.7% | $13,027-96.5% | $4,296-89.3% |