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 | $28,525 | $65,365-56.4% | $92,893-69.3% | $72,985-60.9% |
| Participation rate | 72.0% | 68.3%+3.7pp | 76.0%-4.0pp | 69.5%+2.5pp |
| Annual return | 21.77% | 42.10%-20.3pp | 109.41%-87.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $626 | $2,594-75.9% | $3,653-82.9% | $2,440-74.4% |
| Participant deferral / active EE | $2,456 | $3,128-21.5% | $4,236-42.0% | $3,607-31.9% |
| Admin fee / account holder | $2,037 | $4,251-52.1% | $5,794-64.8% | $5,124-60.2% |