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 | $23,785 | $54,762-56.6% | $90,281-73.7% | $72,985-67.4% |
| Participation rate | 81.5% | 65.1%+16.3pp | 73.3%+8.2pp | 69.5%+12.0pp |
| Annual return | 25.84% | 30.63%-4.8pp | 78.10%-52.3pp | 81.00%-55.2pp |
| Employer contribution / active EE | $876 | $2,092-58.2% | $2,854-69.3% | $2,440-64.1% |
| Participant deferral / active EE | $1,530 | $2,887-47.0% | $3,885-60.6% | $3,607-57.6% |
| Admin fee / account holder | $696 | $3,972-82.5% | $5,351-87.0% | $5,124-86.4% |