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 | $24,020 | $60,349-60.2% | $74,183-67.6% | $62,891-61.8% |
| Participation rate | 86.4% | 72.7%+13.6pp | 76.6%+9.7pp | 69.3%+17.1pp |
| Annual return | 7.27% | 21.37%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $816 | $1,680-51.5% | $2,370-65.6% | $2,281-64.2% |
| Participant deferral / active EE | $1,681 | $2,856-41.1% | $3,550-52.6% | $3,203-47.5% |
| Admin fee / account holder | $1,253 | $4,261-70.6% | $5,586-77.6% | $4,296-70.8% |