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 | $52,687 | $71,050-25.8% | $93,606-43.7% | $80,856-34.8% |
| Participation rate | 76.7% | 60.4%+16.3pp | 68.7%+7.9pp | 67.6%+9.0pp |
| Annual return | 10.56% | 11.26%-0.7pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $667 | $1,564-57.4% | $2,420-72.4% | $2,755-75.8% |
| Participant deferral / active EE | $2,817 | $4,034-30.2% | $4,411-36.2% | $4,296-34.4% |
| Admin fee / account holder | $13,016 | $6,945+87.4% | $8,285+57.1% | $6,918+88.2% |