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 | $25,680 | $48,076-46.6% | $78,689-67.4% | $62,891-59.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 5.09% | 31.35%-26.3pp | 62.18%-57.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $695 | $2,015-65.5% | $2,851-75.6% | $2,281-69.5% |
| Participant deferral / active EE | $1,147 | $2,588-55.7% | $3,517-67.4% | $3,203-64.2% |
| Admin fee / account holder | $1,464 | $3,207-54.4% | $4,510-67.5% | $4,296-65.9% |