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 | $18,284 | $56,317-67.5% | $71,209-74.3% | $74,304-75.4% |
| Participation rate | 73.3% | 55.1%+18.2pp | 73.8%-0.5pp | 60.3%+12.9pp |
| Annual return | 15.24% | 42.83%-27.6pp | 282.51%-267.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $397 | $2,160-81.6% | $2,721-85.4% | $2,241-82.3% |
| Participant deferral / active EE | $1,257 | $2,788-54.9% | $4,175-69.9% | $3,767-66.6% |
| Admin fee / account holder | $1,492 | $2,290-34.8% | $5,349-72.1% | $2,969-49.7% |