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 | $12,829 | $103,949-87.7% | $69,182-81.5% | $273,961-95.3% |
| Participation rate | 75.0% | 67.4%+7.6pp | 55.1%+19.9pp | 83.0%-8.0pp |
| Annual return | 6.16% | 35.28%-29.1pp | -21.93%+28.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $870 | $1,783-51.2% | $1,206-27.9% | $4,869-82.1% |
| Participant deferral / active EE | $1,000 | $2,716-63.2% | $1,897-47.3% | $5,287-81.1% |
| Admin fee / account holder | $2,194 | $3,671-40.2% | $2,697-18.7% | $10,132-78.4% |