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 | $16,274 | $58,208-72.0% | $81,812-80.1% | $80,856-79.9% |
| Participation rate | 81.5% | 63.4%+18.1pp | 72.3%+9.1pp | 67.6%+13.8pp |
| Annual return | 13.81% | 41.66%-27.8pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,092 | $2,340-53.3% | $2,912-62.5% | $2,755-60.4% |
| Participant deferral / active EE | $2,607 | $3,281-20.6% | $4,319-39.6% | $4,296-39.3% |
| Admin fee / account holder | $591 | $4,981-88.1% | $7,386-92.0% | $6,918-91.5% |