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 | $32,319 | $56,053-42.3% | $75,972-57.5% | $80,856-60.0% |
| Participation rate | 80.0% | 62.0%+18.0pp | 69.1%+10.9pp | 67.6%+12.4pp |
| Annual return | 11.51% | 20.53%-9.0pp | 359.55%-348.0pp | 35.59%-24.1pp |
| Employer contribution / active EE | $605 | $1,874-67.7% | $2,685-77.5% | $2,755-78.0% |
| Participant deferral / active EE | $1,497 | $3,052-50.9% | $4,255-64.8% | $4,296-65.1% |
| Admin fee / account holder | $4,094 | $5,234-21.8% | $6,467-36.7% | $6,918-40.8% |