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 | $17,284 | $77,634-77.7% | $156,549-89.0% | $62,891-72.5% |
| Participation rate | 74.4% | 71.2%+3.2pp | 84.0%-9.6pp | 69.3%+5.1pp |
| Annual return | 6.88% | 50.32%-43.4pp | 32.23%-25.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,114 | $3,444-67.6% | $5,501-79.7% | $2,281-51.1% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,562 | $5,561-53.9% | $13,027-80.3% | $4,296-40.4% |