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 | $34,868 | $56,054-37.8% | $171,082-79.6% | $62,891-44.6% |
| Participation rate | 72.9% | 62.9%+10.1pp | 76.7%-3.8pp | 69.3%+3.6pp |
| Annual return | 7.09% | 22.52%-15.4pp | 32.56%-25.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $705 | $1,731-59.3% | $4,002-82.4% | $2,281-69.1% |
| Participant deferral / active EE | $1,635 | $3,158-48.2% | $4,797-65.9% | $3,203-49.0% |
| Admin fee / account holder | $521 | $3,647-85.7% | $8,520-93.9% | $4,296-87.9% |