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 | $15,828 | $48,076-67.1% | $78,689-79.9% | $62,891-74.8% |
| Participation rate | 76.9% | 65.2%+11.7pp | 73.6%+3.4pp | 69.3%+7.6pp |
| Annual return | 8.57% | 31.35%-22.8pp | 62.18%-53.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,435 | $2,015-28.8% | $2,851-49.7% | $2,281-37.1% |
| Participant deferral / active EE | $3,078 | $2,588+18.9% | $3,517-12.5% | $3,203-3.9% |
| Admin fee / account holder | $3,493 | $3,207+8.9% | $4,510-22.5% | $4,296-18.7% |