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 | $32,782 | $39,122-16.2% | $57,179-42.7% | $62,891-47.9% |
| Participation rate | 93.8% | 70.5%+23.2pp | 75.3%+18.4pp | 69.3%+24.4pp |
| Annual return | 8.57% | 9.23%-0.7pp | 14.59%-6.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $746 | $1,874-60.2% | $2,682-72.2% | $2,281-67.3% |
| Participant deferral / active EE | $2,283 | $2,374-3.8% | $3,096-26.3% | $3,203-28.7% |
| Admin fee / account holder | $2,238 | $2,592-13.7% | $3,139-28.7% | $4,296-47.9% |