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 | $43,703 | $65,041-32.8% | $90,951-51.9% | $79,858-45.3% |
| Participation rate | 82.9% | 61.6%+21.3pp | 69.0%+13.8pp | 69.6%+13.2pp |
| Annual return | 14.12% | 30.45%-16.3pp | 134.60%-120.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $317 | $1,247-74.6% | $2,122-85.1% | $2,471-87.2% |
| Participant deferral / active EE | $2,670 | $2,512+6.3% | $3,373-20.8% | $3,740-28.6% |
| Admin fee / account holder | $922 | $4,536-79.7% | $5,959-84.5% | $5,306-82.6% |