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 | $13,397 | $48,076-72.1% | $78,689-83.0% | $62,891-78.7% |
| Participation rate | 86.8% | 65.2%+21.6pp | 73.6%+13.3pp | 69.3%+17.5pp |
| Annual return | 7.69% | 31.35%-23.7pp | 62.18%-54.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $911 | $2,015-54.8% | $2,851-68.0% | $2,281-60.0% |
| Participant deferral / active EE | $2,302 | $2,588-11.0% | $3,517-34.5% | $3,203-28.1% |
| Admin fee / account holder | $756 | $3,207-76.4% | $4,510-83.2% | $4,296-82.4% |