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 | $27,227 | $48,076-43.4% | $78,689-65.4% | $62,891-56.7% |
| Participation rate | 91.4% | 65.2%+26.2pp | 73.6%+17.9pp | 69.3%+22.1pp |
| Annual return | 6.55% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $689 | $2,015-65.8% | $2,851-75.8% | $2,281-69.8% |
| Participant deferral / active EE | $2,744 | $2,588+6.0% | $3,517-22.0% | $3,203-14.3% |
| Admin fee / account holder | $1,079 | $3,207-66.4% | $4,510-76.1% | $4,296-74.9% |