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 | $25,067 | $52,836-52.6% | $105,738-76.3% | $64,186-60.9% |
| Participation rate | 82.1% | 66.5%+15.6pp | 76.3%+5.8pp | 69.6%+12.6pp |
| Annual return | 6.66% | 14.30%-7.6pp | 6.27%+0.4pp | 7.63%-1.0pp |
| Employer contribution / active EE | $736 | $1,827-59.7% | $3,268-77.5% | $2,381-69.1% |
| Participant deferral / active EE | $1,721 | $2,545-32.4% | $4,080-57.8% | $3,470-50.4% |
| Admin fee / account holder | $550 | $3,959-86.1% | $6,913-92.0% | $4,888-88.7% |