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 | $35,598 | $67,606-47.3% | $82,313-56.8% | $70,131-49.2% |
| Participation rate | 80.7% | 72.8%+7.9pp | 76.9%+3.8pp | 69.5%+11.2pp |
| Annual return | 19.79% | 21.57%-1.8pp | 25.88%-6.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $401 | $1,755-77.2% | $2,428-83.5% | $2,342-82.9% |
| Participant deferral / active EE | $3,197 | $2,987+7.0% | $3,706-13.7% | $3,332-4.1% |
| Admin fee / account holder | $3,099 | $4,512-31.3% | $5,608-44.7% | $4,645-33.3% |