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 | $27,872 | $48,076-42.0% | $78,689-64.6% | $62,891-55.7% |
| Participation rate | 80.6% | 65.2%+15.3pp | 73.6%+7.0pp | 69.3%+11.2pp |
| Annual return | 8.18% | 31.35%-23.2pp | 62.18%-54.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $694 | $2,015-65.5% | $2,851-75.7% | $2,281-69.6% |
| Participant deferral / active EE | $845 | $2,588-67.4% | $3,517-76.0% | $3,203-73.6% |
| Admin fee / account holder | $7,601 | $3,207+137.0% | $4,510+68.5% | $4,296+76.9% |