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 6-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 | $29,584 | $127,065-76.7% | $113,168-73.9% | $142,382-79.2% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 14.81% | 24.03%-9.2pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $829 | $3,442-75.9% | $2,975-72.1% | $4,299-80.7% |
| Participant deferral / active EE | $1,959 | $5,716-65.7% | $5,107-61.6% | $6,507-69.9% |
| Admin fee / account holder | $2,399 | $15,736-84.8% | $12,068-80.1% | $12,624-81.0% |