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 | $21,405 | $58,512-63.4% | $84,015-74.5% | $72,985-70.7% |
| Participation rate | 78.6% | 61.2%+17.3pp | 69.0%+9.6pp | 69.5%+9.1pp |
| Annual return | 21.29% | 28.93%-7.6pp | 71.31%-50.0pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,194 | $1,163+88.6% | $1,983+10.6% | $2,440-10.1% |
| Participant deferral / active EE | $3,742 | $2,394+56.3% | $3,239+15.5% | $3,607+3.7% |
| Admin fee / account holder | $2,550 | $4,569-44.2% | $6,101-58.2% | $5,124-50.2% |