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 | $20,268 | $48,046-57.8% | $84,611-76.0% | $72,985-72.2% |
| Participation rate | 72.0% | 57.6%+14.4pp | 68.2%+3.8pp | 69.5%+2.5pp |
| Annual return | 18.52% | 37.38%-18.9pp | 258.74%-240.2pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,403 | $1,602-12.4% | $2,652-47.1% | $2,440-42.5% |
| Participant deferral / active EE | $3,370 | $2,680+25.7% | $3,899-13.6% | $3,607-6.6% |
| Admin fee / account holder | $1,187 | $3,395-65.0% | $4,912-75.8% | $5,124-76.8% |