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 | $21,730 | $48,076-54.8% | $78,689-72.4% | $62,891-65.4% |
| Participation rate | 76.2% | 65.2%+11.0pp | 73.6%+2.6pp | 69.3%+6.9pp |
| Annual return | 6.85% | 31.35%-24.5pp | 62.18%-55.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $513 | $2,015-74.5% | $2,851-82.0% | $2,281-77.5% |
| Participant deferral / active EE | $1,480 | $2,588-42.8% | $3,517-57.9% | $3,203-53.8% |
| Admin fee / account holder | $1,034 | $3,207-67.8% | $4,510-77.1% | $4,296-75.9% |