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 | $22,590 | $54,762-58.7% | $90,281-75.0% | $72,985-69.0% |
| Participation rate | 96.3% | 65.1%+31.2pp | 73.3%+23.0pp | 69.5%+26.8pp |
| Annual return | 19.12% | 30.63%-11.5pp | 78.10%-59.0pp | 81.00%-61.9pp |
| Employer contribution / active EE | $879 | $2,092-58.0% | $2,854-69.2% | $2,440-64.0% |
| Participant deferral / active EE | $3,887 | $2,887+34.6% | $3,8850% | $3,607+7.7% |
| Admin fee / account holder | $584 | $3,972-85.3% | $5,351-89.1% | $5,124-88.6% |