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 | $34,401 | $48,076-28.4% | $78,689-56.3% | $62,891-45.3% |
| Participation rate | 89.5% | 65.2%+24.3pp | 73.6%+15.9pp | 69.3%+20.2pp |
| Annual return | 6.68% | 31.35%-24.7pp | 62.18%-55.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $306 | $2,015-84.8% | $2,851-89.3% | $2,281-86.6% |
| Participant deferral / active EE | $1,909 | $2,588-26.2% | $3,517-45.7% | $3,203-40.4% |
| Admin fee / account holder | $1,608 | $3,207-49.9% | $4,510-64.4% | $4,296-62.6% |