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 | $32,180 | $61,605-47.8% | $112,229-71.3% | $75,163-57.2% |
| Participation rate | 76.2% | 61.7%+14.5pp | 72.4%+3.8pp | 67.2%+9.0pp |
| Annual return | 12.86% | 28.47%-15.6pp | 30.20%-17.3pp | 160.62%-147.8pp |
| Employer contribution / active EE | $665 | $2,015-67.0% | $3,430-80.6% | $2,670-75.1% |
| Participant deferral / active EE | $2,586 | $3,108-16.8% | $4,798-46.1% | $4,125-37.3% |
| Admin fee / account holder | $7,787 | $4,862+60.1% | $7,748+0.5% | $5,651+37.8% |