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 | $20,312 | $91,911-77.9% | $68,793-70.5% | $135,375-85.0% |
| Participation rate | 83.3% | 76.7%+6.6pp | 72.2%+11.1pp | 82.6%+0.7pp |
| Annual return | 7.47% | -8.22%+15.7pp | -4.63%+12.1pp | 519.73%-512.3pp |
| Employer contribution / active EE | $863 | $3,924-78.0% | $2,625-67.1% | $4,779-81.9% |
| Participant deferral / active EE | $1,602 | $4,315-62.9% | $3,311-51.6% | $5,609-71.4% |
| Admin fee / account holder | $10,333 | $9,240+11.8% | $5,131+101.4% | $10,827-4.6% |