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 | $13,830 | $39,122-64.6% | $57,179-75.8% | $62,891-78.0% |
| Participation rate | 82.8% | 70.5%+12.3pp | 75.3%+7.5pp | 69.3%+13.5pp |
| Annual return | 13.75% | 9.23%+4.5pp | 14.59%-0.8pp | 20.14%-6.4pp |
| Employer contribution / active EE | $705 | $1,874-62.4% | $2,682-73.7% | $2,281-69.1% |
| Participant deferral / active EE | $2,453 | $2,374+3.3% | $3,096-20.8% | $3,203-23.4% |
| Admin fee / account holder | $578 | $2,592-77.7% | $3,139-81.6% | $4,296-86.5% |