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 4-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 | $46,675 | $78,520-40.6% | $96,576-51.7% | $82,448-43.4% |
| Participation rate | 75.9% | 77.7%-1.9pp | 81.4%-5.6pp | 68.1%+7.8pp |
| Annual return | 14.63% | 41.30%-26.7pp | 38.47%-23.8pp | 41.64%-27.0pp |
| Employer contribution / active EE | $17 | $2,630-99.3% | $3,553-99.5% | $2,551-99.3% |
| Participant deferral / active EE | $5,478 | $6,754-18.9% | $7,956-31.1% | $4,139+32.4% |
| Admin fee / account holder | $9,401 | $13,455-30.1% | $11,381-17.4% | $7,234+29.9% |