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 | $19,022 | $45,035-57.8% | $62,995-69.8% | $70,131-72.9% |
| Participation rate | 89.8% | 69.5%+20.3pp | 74.8%+15.0pp | 69.5%+20.3pp |
| Annual return | 12.99% | 18.76%-5.8pp | 87.57%-74.6pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,364 | $2,051-33.5% | $2,759-50.6% | $2,342-41.8% |
| Participant deferral / active EE | $1,815 | $2,465-26.4% | $3,329-45.5% | $3,332-45.5% |
| Admin fee / account holder | $1,042 | $2,834-63.2% | $3,600-71.0% | $4,645-77.6% |