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 | $46,813 | $86,929-46.1% | $102,423-54.3% | $80,856-42.1% |
| Participation rate | 82.1% | 72.4%+9.8pp | 76.5%+5.7pp | 67.6%+14.5pp |
| Annual return | 11.32% | 18.88%-7.6pp | 29.32%-18.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $973 | $2,369-58.9% | $3,023-67.8% | $2,755-64.7% |
| Participant deferral / active EE | $3,468 | $4,118-15.8% | $5,053-31.4% | $4,296-19.3% |
| Admin fee / account holder | $7,368 | $8,049-8.5% | $9,451-22.0% | $6,918+6.5% |