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 | $16,329 | $48,076-66.0% | $78,689-79.2% | $62,891-74.0% |
| Participation rate | 87.5% | 65.2%+22.3pp | 73.6%+13.9pp | 69.3%+18.2pp |
| Annual return | 7.73% | 31.35%-23.6pp | 62.18%-54.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $418 | $2,015-79.2% | $2,851-85.3% | $2,281-81.7% |
| Participant deferral / active EE | $1,459 | $2,588-43.6% | $3,517-58.5% | $3,203-54.5% |
| Admin fee / account holder | $1,583 | $3,207-50.6% | $4,510-64.9% | $4,296-63.2% |