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 | $29,832 | $79,944-62.7% | $98,439-69.7% | $75,163-60.3% |
| Participation rate | 74.2% | 70.4%+3.8pp | 75.2%-1.0pp | 67.2%+7.0pp |
| Annual return | 13.53% | 19.75%-6.2pp | 21.16%-7.6pp | 160.62%-147.1pp |
| Employer contribution / active EE | $822 | $2,264-63.7% | $3,048-73.0% | $2,670-69.2% |
| Participant deferral / active EE | $2,110 | $3,752-43.8% | $4,738-55.5% | $4,125-48.9% |
| Admin fee / account holder | $15,382 | $6,840+124.9% | $8,948+71.9% | $5,651+172.2% |