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 | $31,828 | $51,175-37.8% | $70,515-54.9% | $75,163-57.7% |
| Participation rate | 73.3% | 60.9%+12.4pp | 68.3%+5.0pp | 67.2%+6.1pp |
| Annual return | 17.30% | 30.02%-12.7pp | 32.77%-15.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $617 | $1,826-66.2% | $2,973-79.2% | $2,670-76.9% |
| Participant deferral / active EE | $1,506 | $2,849-47.1% | $4,567-67.0% | $4,125-63.5% |
| Admin fee / account holder | $601 | $4,091-85.3% | $6,412-90.6% | $5,651-89.4% |