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 | $26,059 | $49,227-47.1% | $70,449-63.0% | $79,858-67.4% |
| Participation rate | 77.1% | 69.2%+7.9pp | 75.1%+2.0pp | 69.6%+7.5pp |
| Annual return | 15.16% | 30.06%-14.9pp | 109.03%-93.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $901 | $2,099-57.1% | $2,737-67.1% | $2,471-63.5% |
| Participant deferral / active EE | $1,294 | $2,768-53.3% | $3,709-65.1% | $3,740-65.4% |
| Admin fee / account holder | $3,093 | $2,878+7.5% | $3,845-19.6% | $5,306-41.7% |