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 | $33,001 | $72,492-54.5% | $87,100-62.1% | $72,985-54.8% |
| Participation rate | 75.7% | 72.8%+2.9pp | 76.9%-1.2pp | 69.5%+6.2pp |
| Annual return | 19.60% | 24.46%-4.9pp | 28.19%-8.6pp | 81.00%-61.4pp |
| Employer contribution / active EE | $597 | $1,894-68.5% | $2,521-76.3% | $2,440-75.5% |
| Participant deferral / active EE | $1,683 | $3,270-48.5% | $4,049-58.4% | $3,607-53.4% |
| Admin fee / account holder | $1,362 | $5,055-73.1% | $7,497-81.8% | $5,124-73.4% |