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 | $65,215 | $83,477-21.9% | $125,175-47.9% | $72,985-10.6% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.5%+1.9pp |
| Annual return | 23.08% | 25.78%-2.7pp | 43.79%-20.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $756 | $2,345-67.7% | $3,865-80.4% | $2,440-69.0% |
| Participant deferral / active EE | $2,397 | $3,585-33.2% | $4,937-51.5% | $3,607-33.6% |
| Admin fee / account holder | $2,808 | $5,517-49.1% | $9,702-71.1% | $5,124-45.2% |