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 | $20,357 | $64,839-68.6% | $95,585-78.7% | $84,808-76.0% |
| Participation rate | 79.2% | 63.8%+15.4pp | 72.1%+7.2pp | 68.3%+10.9pp |
| Annual return | 19.88% | -670.96%+690.8pp | 38.56%-18.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,605 | $1,759-8.8% | $2,527-36.5% | $2,631-39.0% |
| Participant deferral / active EE | $2,285 | $2,965-22.9% | $4,023-43.2% | $4,212-45.7% |
| Admin fee / account holder | $3,117 | $5,964-47.7% | $6,127-49.1% | $7,344-57.6% |