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 | $25,019 | $48,076-48.0% | $78,689-68.2% | $62,891-60.2% |
| Participation rate | 91.7% | 65.2%+26.5pp | 73.6%+18.1pp | 69.3%+22.4pp |
| Annual return | 7.40% | 31.35%-24.0pp | 62.18%-54.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $694 | $2,015-65.5% | $2,851-75.6% | $2,281-69.6% |
| Participant deferral / active EE | $2,326 | $2,588-10.1% | $3,517-33.9% | $3,203-27.4% |
| Admin fee / account holder | $6,663 | $3,207+107.7% | $4,510+47.7% | $4,296+55.1% |