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 | $31,872 | $39,122-18.5% | $57,179-44.3% | $62,891-49.3% |
| Participation rate | 96.4% | 70.5%+25.9pp | 75.3%+21.0pp | 69.3%+27.1pp |
| Annual return | 5.02% | 9.23%-4.2pp | 14.59%-9.6pp | 20.14%-15.1pp |
| Employer contribution / active EE | $945 | $1,874-49.6% | $2,682-64.8% | $2,281-58.6% |
| Participant deferral / active EE | $1,663 | $2,374-29.9% | $3,096-46.3% | $3,203-48.1% |
| Admin fee / account holder | $3,544 | $2,592+36.7% | $3,139+12.9% | $4,296-17.5% |