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 7-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 | $20,111 | $60,022-66.5% | $88,946-77.4% | $84,808-76.3% |
| Participation rate | 81.3% | 57.8%+23.4pp | 68.8%+12.4pp | 68.3%+12.9pp |
| Annual return | 15.34% | 22.43%-7.1pp | 57.82%-42.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,071 | $1,703-37.1% | $2,555-58.1% | $2,631-59.3% |
| Participant deferral / active EE | $2,923 | $3,114-6.1% | $4,581-36.2% | $4,212-30.6% |
| Admin fee / account holder | $2,477 | $4,811-48.5% | $8,261-70.0% | $7,344-66.3% |