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 | $30,496 | $54,705-44.3% | $71,209-57.2% | $84,808-64.0% |
| Participation rate | 71.4% | 64.1%+7.4pp | 73.8%-2.3pp | 68.3%+3.1pp |
| Annual return | 14.30% | 35.90%-21.6pp | 282.51%-268.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $538 | $2,158-75.1% | $2,721-80.2% | $2,631-79.6% |
| Participant deferral / active EE | $899 | $3,030-70.3% | $4,175-78.5% | $4,212-78.6% |
| Admin fee / account holder | $3,156 | $4,863-35.1% | $5,349-41.0% | $7,344-57.0% |