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 | $23,775 | $49,025-51.5% | $87,507-72.8% | $62,891-62.2% |
| Participation rate | 84.8% | 64.9%+19.9pp | 73.8%+10.9pp | 69.3%+15.5pp |
| Annual return | 8.29% | 10.02%-1.7pp | 12.21%-3.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,406 | $1,372+2.5% | $2,550-44.8% | $2,281-38.3% |
| Participant deferral / active EE | $1,706 | $2,289-25.5% | $3,149-45.8% | $3,203-46.7% |
| Admin fee / account holder | $2,331 | $4,065-42.7% | $4,221-44.8% | $4,296-45.7% |