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 | $15,592 | $77,899-80.0% | $149,673-89.6% | $75,163-79.3% |
| Participation rate | 74.4% | 65.6%+8.8pp | 78.8%-4.4pp | 67.2%+7.2pp |
| Annual return | 13.54% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $591 | $3,137-81.2% | $4,818-87.7% | $2,670-77.9% |
| Participant deferral / active EE | $1,611 | $3,411-52.8% | $5,680-71.6% | $4,125-61.0% |
| Admin fee / account holder | $2,827 | $5,956-52.5% | $13,210-78.6% | $5,651-50.0% |