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 | $39,429 | $49,227-19.9% | $70,449-44.0% | $79,858-50.6% |
| Participation rate | 93.9% | 69.2%+24.8pp | 75.1%+18.9pp | 69.6%+24.3pp |
| Annual return | 16.70% | 30.06%-13.4pp | 109.03%-92.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $961 | $2,099-54.2% | $2,737-64.9% | $2,471-61.1% |
| Participant deferral / active EE | $3,023 | $2,768+9.2% | $3,709-18.5% | $3,740-19.2% |
| Admin fee / account holder | $1,094 | $2,878-62.0% | $3,845-71.5% | $5,306-79.4% |