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 | $18,014 | $61,789-70.8% | $97,167-81.5% | $80,874-77.7% |
| Participation rate | 88.3% | 63.5%+24.8pp | 72.7%+15.6pp | 67.6%+20.7pp |
| Annual return | 13.39% | -557.90%+571.3pp | 75.27%-61.9pp | 35.62%-22.2pp |
| Employer contribution / active EE | $559 | $1,837-69.5% | $2,729-79.5% | $2,756-79.7% |
| Participant deferral / active EE | $2,067 | $3,028-31.8% | $4,264-51.5% | $4,297-51.9% |
| Admin fee / account holder | $1,207 | $5,168-76.7% | $5,650-78.6% | $6,935-82.6% |