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 | $37,236 | $65,041-42.8% | $90,951-59.1% | $79,858-53.4% |
| Participation rate | 78.3% | 61.6%+16.7pp | 69.0%+9.3pp | 69.6%+8.6pp |
| Annual return | 16.75% | 30.45%-13.7pp | 134.60%-117.8pp | 31.71%-15.0pp |
| Employer contribution / active EE | $861 | $1,247-30.9% | $2,122-59.4% | $2,471-65.1% |
| Participant deferral / active EE | $2,220 | $2,512-11.6% | $3,373-34.2% | $3,740-40.6% |
| Admin fee / account holder | $731 | $4,536-83.9% | $5,959-87.7% | $5,306-86.2% |