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 | $29,604 | $45,035-34.3% | $62,995-53.0% | $70,131-57.8% |
| Participation rate | 86.8% | 69.5%+17.3pp | 74.8%+12.0pp | 69.5%+17.3pp |
| Annual return | 17.54% | 18.76%-1.2pp | 87.57%-70.0pp | 73.14%-55.6pp |
| Employer contribution / active EE | $960 | $2,051-53.2% | $2,759-65.2% | $2,342-59.0% |
| Participant deferral / active EE | $1,353 | $2,465-45.1% | $3,329-59.4% | $3,332-59.4% |
| Admin fee / account holder | $966 | $2,834-65.9% | $3,600-73.2% | $4,645-79.2% |