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 | $19,061 | $46,553-59.1% | $64,056-70.2% | $75,163-74.6% |
| Participation rate | 78.6% | 65.9%+12.6pp | 72.3%+6.3pp | 67.2%+11.4pp |
| Annual return | 20.55% | 26.03%-5.5pp | 33.69%-13.1pp | 160.62%-140.1pp |
| Employer contribution / active EE | $557 | $1,974-71.8% | $2,747-79.7% | $2,670-79.1% |
| Participant deferral / active EE | $2,129 | $2,837-25.0% | $3,880-45.1% | $4,125-48.4% |
| Admin fee / account holder | $353 | $2,952-88.0% | $3,068-88.5% | $5,651-93.8% |