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 | $18,122 | $47,944-62.2% | $67,834-73.3% | $62,891-71.2% |
| Participation rate | 88.6% | 61.1%+27.5pp | 68.8%+19.8pp | 69.3%+19.3pp |
| Annual return | 11.60% | 11.77%-0.2pp | 138.47%-126.9pp | 20.14%-8.5pp |
| Employer contribution / active EE | $852 | $1,562-45.5% | $2,403-64.5% | $2,281-62.6% |
| Participant deferral / active EE | $1,982 | $2,247-11.8% | $3,160-37.3% | $3,203-38.1% |
| Admin fee / account holder | $3,684 | $3,712-0.7% | $4,622-20.3% | $4,296-14.2% |