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 | $44,680 | $90,503-50.6% | $78,689-43.2% | $273,961-83.7% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 13.60% | 75.60%-62.0pp | 62.18%-48.6pp | 41.45%-27.9pp |
| Employer contribution / active EE | $837 | $3,176-73.6% | $2,851-70.6% | $4,869-82.8% |
| Participant deferral / active EE | $1,711 | $3,901-56.1% | $3,517-51.3% | $5,287-67.6% |
| Admin fee / account holder | $805 | $5,263-84.7% | $4,510-82.2% | $10,132-92.1% |