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 | $9,848 | $37,426-73.7% | $77,482-87.3% | $79,858-87.7% |
| Participation rate | 88.3% | 41.5%+46.8pp | 54.2%+34.1pp | 69.6%+18.7pp |
| Annual return | 12.39% | 39.70%-27.3pp | 54.79%-42.4pp | 31.71%-19.3pp |
| Employer contribution / active EE | $204 | $637-67.9% | $986-79.3% | $2,471-91.7% |
| Participant deferral / active EE | $1,066 | $1,260-15.4% | $1,861-42.7% | $3,740-71.5% |
| Admin fee / account holder | $632 | $2,504-74.7% | $2,858-77.9% | $5,306-88.1% |