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 | $34,606 | $67,606-48.8% | $82,313-58.0% | $70,131-50.7% |
| Participation rate | 75.7% | 72.8%+2.9pp | 76.9%-1.2pp | 69.5%+6.1pp |
| Annual return | 14.81% | 21.57%-6.8pp | 25.88%-11.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,082 | $1,755-38.3% | $2,428-55.4% | $2,342-53.8% |
| Participant deferral / active EE | $1,856 | $2,987-37.9% | $3,706-49.9% | $3,332-44.3% |
| Admin fee / account holder | $1,159 | $4,512-74.3% | $5,608-79.3% | $4,645-75.0% |