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 | $32,431 | $56,054-42.1% | $171,082-81.0% | $62,891-48.4% |
| Participation rate | 70.4% | 62.9%+7.5pp | 76.7%-6.3pp | 69.3%+1.1pp |
| Annual return | 9.03% | 22.52%-13.5pp | 32.56%-23.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $808 | $1,731-53.3% | $4,002-79.8% | $2,281-64.6% |
| Participant deferral / active EE | $1,605 | $3,158-49.2% | $4,797-66.6% | $3,203-49.9% |
| Admin fee / account holder | $955 | $3,647-73.8% | $8,520-88.8% | $4,296-77.8% |