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 | $22,217 | $48,076-53.8% | $78,689-71.8% | $62,891-64.7% |
| Participation rate | 86.1% | 65.2%+20.9pp | 73.6%+12.5pp | 69.3%+16.8pp |
| Annual return | 6.01% | 31.35%-25.3pp | 62.18%-56.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $550 | $2,015-72.7% | $2,851-80.7% | $2,281-75.9% |
| Participant deferral / active EE | $2,322 | $2,588-10.3% | $3,517-34.0% | $3,203-27.5% |
| Admin fee / account holder | $591 | $3,207-81.6% | $4,510-86.9% | $4,296-86.2% |