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 | $9,901 | $80,717-87.7% | $154,803-93.6% | $84,808-88.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.02% | 37.96%-23.9pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,440 | $2,761-47.9% | $4,305-66.6% | $2,631-45.3% |
| Participant deferral / active EE | $2,391 | $3,303-27.6% | $5,540-56.8% | $4,212-43.2% |
| Admin fee / account holder | $723 | $6,746-89.3% | $14,329-95.0% | $7,344-90.2% |