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 | $29,307 | $43,723-33.0% | $121,196-75.8% | $64,186-54.3% |
| Participation rate | 78.9% | 58.3%+20.6pp | 71.7%+7.2pp | 69.6%+9.4pp |
| Annual return | 11.08% | 68.91%-57.8pp | 16.93%-5.8pp | 7.63%+3.4pp |
| Employer contribution / active EE | $849 | $1,296-34.5% | $4,022-78.9% | $2,381-64.3% |
| Participant deferral / active EE | $3,382 | $2,280+48.4% | $3,344+1.1% | $3,470-2.5% |
| Admin fee / account holder | $2,597 | $3,501-25.8% | $5,019-48.3% | $4,888-46.9% |