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 | $37,553 | $65,041-42.3% | $90,951-58.7% | $79,858-53.0% |
| Participation rate | 91.9% | 61.6%+30.3pp | 69.0%+22.9pp | 69.6%+22.3pp |
| Annual return | 12.06% | 30.45%-18.4pp | 134.60%-122.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $684 | $1,247-45.2% | $2,122-67.8% | $2,471-72.3% |
| Participant deferral / active EE | $1,664 | $2,512-33.7% | $3,373-50.7% | $3,740-55.5% |
| Admin fee / account holder | $898 | $4,536-80.2% | $5,959-84.9% | $5,306-83.1% |