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 | $38,251 | $48,076-20.4% | $78,689-51.4% | $62,891-39.2% |
| Participation rate | 91.3% | 65.2%+26.1pp | 73.6%+17.7pp | 69.3%+22.0pp |
| Annual return | 14.12% | 31.35%-17.2pp | 62.18%-48.1pp | 20.14%-6.0pp |
| Employer contribution / active EE | $677 | $2,015-66.4% | $2,851-76.3% | $2,281-70.3% |
| Participant deferral / active EE | $894 | $2,588-65.5% | $3,517-74.6% | $3,203-72.1% |
| Admin fee / account holder | $2,580 | $3,207-19.6% | $4,510-42.8% | $4,296-39.9% |