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 | $26,889 | $65,365-58.9% | $92,893-71.1% | $72,985-63.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.86% | 42.10%-22.2pp | 109.41%-89.6pp | 81.00%-61.1pp |
| Employer contribution / active EE | $857 | $2,594-67.0% | $3,653-76.5% | $2,440-64.9% |
| Participant deferral / active EE | $1,842 | $3,128-41.1% | $4,236-56.5% | $3,607-48.9% |
| Admin fee / account holder | $2,604 | $4,251-38.7% | $5,794-55.1% | $5,124-49.2% |