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 | $33,137 | $48,076-31.1% | $78,689-57.9% | $62,891-47.3% |
| Participation rate | 71.4% | 65.2%+6.2pp | 73.6%-2.1pp | 69.3%+2.1pp |
| Annual return | 6.86% | 31.35%-24.5pp | 62.18%-55.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $852 | $2,015-57.7% | $2,851-70.1% | $2,281-62.6% |
| Participant deferral / active EE | $2,586 | $2,588-0.1% | $3,517-26.5% | $3,203-19.3% |
| Admin fee / account holder | $5,859 | $3,207+82.7% | $4,510+29.9% | $4,296+36.4% |