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 | $25,192 | $90,503-72.2% | $78,689-68.0% | $273,961-90.8% |
| Participation rate | 93.8% | 76.5%+17.2pp | 73.6%+20.2pp | 83.0%+10.7pp |
| Annual return | 15.02% | 75.60%-60.6pp | 62.18%-47.2pp | 41.45%-26.4pp |
| Employer contribution / active EE | $421 | $3,176-86.7% | $2,851-85.2% | $4,869-91.3% |
| Participant deferral / active EE | $926 | $3,901-76.3% | $3,517-73.7% | $5,287-82.5% |
| Admin fee / account holder | $2,582 | $5,263-50.9% | $4,510-42.7% | $10,132-74.5% |