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 | $20,397 | $77,634-73.7% | $156,549-87.0% | $62,891-67.6% |
| Participation rate | 92.9% | 71.2%+21.7pp | 84.0%+8.8pp | 69.3%+23.6pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,485 | $3,444-56.9% | $5,501-73.0% | $2,281-34.9% |
| Participant deferral / active EE | $2,760 | $3,045-9.4% | $4,871-43.3% | $3,203-13.8% |
| Admin fee / account holder | $4,164 | $5,561-25.1% | $13,027-68.0% | $4,296-3.1% |