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 | $25,816 | $48,364-46.6% | $71,796-64.0% | $62,891-59.0% |
| Participation rate | 75.0% | 60.6%+14.4pp | 69.1%+5.9pp | 69.3%+5.7pp |
| Annual return | 12.79% | 13.16%-0.4pp | 78.04%-65.2pp | 20.14%-7.3pp |
| Employer contribution / active EE | $841 | $1,042-19.3% | $1,924-56.3% | $2,281-63.1% |
| Participant deferral / active EE | $2,543 | $2,091+21.6% | $2,794-9.0% | $3,203-20.6% |
| Admin fee / account holder | $902 | $3,771-76.1% | $4,815-81.3% | $4,296-79.0% |