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 | $26,778 | $49,227-45.6% | $70,449-62.0% | $79,858-66.5% |
| Participation rate | 93.8% | 69.2%+24.6pp | 75.1%+18.7pp | 69.6%+24.1pp |
| Annual return | 21.48% | 30.06%-8.6pp | 109.03%-87.6pp | 31.71%-10.2pp |
| Employer contribution / active EE | $690 | $2,099-67.1% | $2,737-74.8% | $2,471-72.1% |
| Participant deferral / active EE | $1,814 | $2,768-34.4% | $3,709-51.1% | $3,740-51.5% |
| Admin fee / account holder | $3,505 | $2,878+21.8% | $3,845-8.9% | $5,306-34.0% |