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 | $34,447 | $71,050-51.5% | $93,606-63.2% | $80,856-57.4% |
| Participation rate | 71.2% | 60.4%+10.8pp | 68.7%+2.5pp | 67.6%+3.5pp |
| Annual return | 12.76% | 11.26%+1.5pp | 133.20%-120.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $751 | $1,564-52.0% | $2,420-69.0% | $2,755-72.8% |
| Participant deferral / active EE | $1,298 | $4,034-67.8% | $4,411-70.6% | $4,296-69.8% |
| Admin fee / account holder | $5,193 | $6,945-25.2% | $8,285-37.3% | $6,918-24.9% |