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 | $13,234 | $46,553-71.6% | $64,056-79.3% | $75,163-82.4% |
| Participation rate | 85.2% | 65.9%+19.2pp | 72.3%+12.9pp | 67.2%+18.0pp |
| Annual return | 16.23% | 26.03%-9.8pp | 33.69%-17.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $906 | $1,974-54.1% | $2,747-67.0% | $2,670-66.0% |
| Participant deferral / active EE | $2,243 | $2,837-20.9% | $3,880-42.2% | $4,125-45.6% |
| Admin fee / account holder | $966 | $2,952-67.3% | $3,068-68.5% | $5,651-82.9% |