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 | $33,140 | $58,828-43.7% | $77,999-57.5% | $62,891-47.3% |
| Participation rate | 78.4% | 71.1%+7.4pp | 75.5%+2.9pp | 69.3%+9.1pp |
| Annual return | 9.84% | 17.16%-7.3pp | 425.96%-416.1pp | 20.14%-10.3pp |
| Employer contribution / active EE | $467 | $1,672-72.0% | $2,470-81.1% | $2,281-79.5% |
| Participant deferral / active EE | $1,869 | $2,686-30.4% | $3,497-46.5% | $3,203-41.6% |
| Admin fee / account holder | $2,705 | $4,393-38.4% | $5,480-50.6% | $4,296-37.0% |