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 3-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 | $31,401 | $64,517-51.3% | $81,438-61.4% | $80,874-61.2% |
| Participation rate | 80.2% | 63.9%+16.3pp | 69.5%+10.7pp | 67.6%+12.6pp |
| Annual return | 14.50% | 16.35%-1.8pp | 24.74%-10.2pp | 35.62%-21.1pp |
| Employer contribution / active EE | $1,511 | $1,982-23.8% | $2,460-38.6% | $2,756-45.2% |
| Participant deferral / active EE | $3,035 | $3,096-2.0% | $3,883-21.8% | $4,297-29.4% |
| Admin fee / account holder | $713 | $5,677-87.4% | $5,764-87.6% | $6,935-89.7% |