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 5-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 | $11,463 | $80,717-85.8% | $154,803-92.6% | $84,808-86.5% |
| Participation rate | 76.9% | 66.8%+10.1pp | 78.1%-1.1pp | 68.3%+8.6pp |
| Annual return | 16.32% | 37.96%-21.6pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,309 | $3,303-60.4% | $5,540-76.4% | $4,212-68.9% |
| Admin fee / account holder | $955 | $6,746-85.8% | $14,329-93.3% | $7,344-87.0% |