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 | $31,183 | $54,705-43.0% | $71,209-56.2% | $84,808-63.2% |
| Participation rate | 90.0% | 64.1%+25.9pp | 73.8%+16.2pp | 68.3%+21.7pp |
| Annual return | 15.49% | 35.90%-20.4pp | 282.51%-267.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $680 | $2,158-68.5% | $2,721-75.0% | $2,631-74.2% |
| Participant deferral / active EE | $2,305 | $3,030-23.9% | $4,175-44.8% | $4,212-45.3% |
| Admin fee / account holder | $786 | $4,863-83.8% | $5,349-85.3% | $7,344-89.3% |