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 | $24,987 | $54,541-54.2% | $78,778-68.3% | $70,131-64.4% |
| Participation rate | 75.6% | 60.8%+14.8pp | 69.2%+6.4pp | 69.5%+6.1pp |
| Annual return | 14.70% | 21.07%-6.4pp | 35.62%-20.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $309 | $1,089-71.6% | $1,986-84.5% | $2,342-86.8% |
| Participant deferral / active EE | $1,634 | $2,210-26.1% | $2,958-44.8% | $3,332-51.0% |
| Admin fee / account holder | $4,201 | $3,709+13.3% | $5,134-18.2% | $4,645-9.6% |