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 | $28,117 | $45,035-37.6% | $62,995-55.4% | $70,131-59.9% |
| Participation rate | 79.7% | 69.5%+10.2pp | 74.8%+4.9pp | 69.5%+10.1pp |
| Annual return | 11.94% | 18.76%-6.8pp | 87.57%-75.6pp | 73.14%-61.2pp |
| Employer contribution / active EE | $559 | $2,051-72.7% | $2,759-79.7% | $2,342-76.1% |
| Participant deferral / active EE | $1,083 | $2,465-56.1% | $3,329-67.5% | $3,332-67.5% |
| Admin fee / account holder | $335 | $2,834-88.2% | $3,600-90.7% | $4,645-92.8% |