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 | $29,193 | $48,046-39.2% | $84,611-65.5% | $72,985-60.0% |
| Participation rate | 76.7% | 57.6%+19.2pp | 68.2%+8.5pp | 69.5%+7.3pp |
| Annual return | 22.25% | 37.38%-15.1pp | 258.74%-236.5pp | 81.00%-58.8pp |
| Employer contribution / active EE | $779 | $1,602-51.4% | $2,652-70.6% | $2,440-68.1% |
| Participant deferral / active EE | $1,575 | $2,680-41.2% | $3,899-59.6% | $3,607-56.3% |
| Admin fee / account holder | $1,095 | $3,395-67.8% | $4,912-77.7% | $5,124-78.6% |