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 | $13,275 | $32,037-58.6% | $69,182-80.8% | $62,891-78.9% |
| Participation rate | 96.2% | 43.4%+52.7pp | 55.1%+41.0pp | 69.3%+26.8pp |
| Annual return | 8.27% | 15.16%-6.9pp | -21.93%+30.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,033 | $679+52.1% | $1,206-14.4% | $2,281-54.7% |
| Participant deferral / active EE | $1,531 | $1,185+29.1% | $1,897-19.3% | $3,203-52.2% |
| Admin fee / account holder | $1,795 | $2,608-31.2% | $2,697-33.5% | $4,296-58.2% |