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 | $16,683 | $43,075-61.3% | $74,583-77.6% | $62,891-73.5% |
| Participation rate | 71.8% | 58.1%+13.7pp | 68.1%+3.7pp | 69.3%+2.5pp |
| Annual return | 5.02% | 17.50%-12.5pp | 20.47%-15.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $335 | $1,498-77.6% | $2,525-86.7% | $2,281-85.3% |
| Participant deferral / active EE | $1,709 | $2,389-28.5% | $3,458-50.6% | $3,203-46.6% |
| Admin fee / account holder | $1,028 | $2,840-63.8% | $4,138-75.2% | $4,296-76.1% |