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 | $34,401 | $48,076-28.4% | $78,689-56.3% | $62,891-45.3% |
| Participation rate | 85.5% | 65.2%+20.3pp | 73.6%+11.9pp | 69.3%+16.2pp |
| Annual return | 6.80% | 31.35%-24.6pp | 62.18%-55.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,149 | $2,015-43.0% | $2,851-59.7% | $2,281-49.6% |
| Participant deferral / active EE | $2,850 | $2,588+10.1% | $3,517-19.0% | $3,203-11.0% |
| Admin fee / account holder | $1,265 | $3,207-60.5% | $4,510-71.9% | $4,296-70.5% |