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 | $30,322 | $52,836-42.6% | $105,738-71.3% | $64,186-52.8% |
| Participation rate | 81.5% | 66.5%+14.9pp | 76.3%+5.1pp | 69.6%+11.9pp |
| Annual return | -4.91% | 14.30%-19.2pp | 6.27%-11.2pp | 7.63%-12.5pp |
| Employer contribution / active EE | $989 | $1,827-45.9% | $3,268-69.7% | $2,381-58.5% |
| Participant deferral / active EE | $2,192 | $2,545-13.9% | $4,080-46.3% | $3,470-36.8% |
| Admin fee / account holder | $2,525 | $3,959-36.2% | $6,913-63.5% | $4,888-48.3% |