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 | $12,572 | $84,695-85.2% | $73,843-83.0% | $125,391-90.0% |
| Participation rate | 89.5% | 76.8%+12.7pp | 73.4%+16.0pp | 83.2%+6.3pp |
| Annual return | 0.22% | 3123.53%-3123.3pp | 2267.84%-2267.6pp | 282.22%-282.0pp |
| Employer contribution / active EE | $186 | $3,123-94.0% | $2,787-93.3% | $4,866-96.2% |
| Participant deferral / active EE | $786 | $3,992-80.3% | $3,583-78.1% | $5,352-85.3% |
| Admin fee / account holder | $1,304 | $5,691-77.1% | $4,880-73.3% | $9,540-86.3% |