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 8-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 | $45,458 | $73,787-38.4% | $98,716-54.0% | $82,448-44.9% |
| Participation rate | 77.6% | 61.4%+16.2pp | 69.3%+8.3pp | 68.1%+9.5pp |
| Annual return | 17.28% | 18.57%-1.3pp | 31.81%-14.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $595 | $1,511-60.6% | $2,279-73.9% | $2,551-76.7% |
| Participant deferral / active EE | $3,003 | $3,081-2.5% | $4,048-25.8% | $4,139-27.5% |
| Admin fee / account holder | $4,180 | $6,500-35.7% | $8,703-52.0% | $7,234-42.2% |