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 | $26,945 | $65,685-59.0% | $57,179-52.9% | $273,961-90.2% |
| Participation rate | 90.9% | 78.3%+12.6pp | 75.3%+15.6pp | 83.0%+7.9pp |
| Annual return | 4.37% | 21.99%-17.6pp | 14.59%-10.2pp | 41.45%-37.1pp |
| Employer contribution / active EE | $775 | $3,279-76.4% | $2,682-71.1% | $4,869-84.1% |
| Participant deferral / active EE | $715 | $3,782-81.1% | $3,096-76.9% | $5,287-86.5% |
| Admin fee / account holder | $1,812 | $4,835-62.5% | $3,139-42.3% | $10,132-82.1% |