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 | $34,671 | $48,364-28.3% | $71,796-51.7% | $62,891-44.9% |
| Participation rate | 77.1% | 60.6%+16.5pp | 69.1%+8.0pp | 69.3%+7.8pp |
| Annual return | 7.08% | 13.16%-6.1pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $441 | $1,042-57.7% | $1,924-77.1% | $2,281-80.7% |
| Participant deferral / active EE | $2,204 | $2,091+5.4% | $2,794-21.1% | $3,203-31.2% |
| Admin fee / account holder | $6,782 | $3,771+79.8% | $4,815+40.8% | $4,296+57.9% |