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 | $64,355 | $74,927-14.1% | $101,794-36.8% | $84,808-24.1% |
| Participation rate | 91.2% | 61.4%+29.8pp | 69.2%+22.0pp | 68.3%+22.9pp |
| Annual return | 14.42% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $401 | $1,522-73.7% | $2,289-82.5% | $2,631-84.8% |
| Participant deferral / active EE | $2,555 | $3,099-17.6% | $4,084-37.4% | $4,212-39.3% |
| Admin fee / account holder | $988 | $6,514-84.8% | $8,777-88.7% | $7,344-86.5% |