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 | $36,559 | $65,041-43.8% | $90,951-59.8% | $79,858-54.2% |
| Participation rate | 74.1% | 61.6%+12.5pp | 69.0%+5.1pp | 69.6%+4.4pp |
| Annual return | 10.78% | 30.45%-19.7pp | 134.60%-123.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $319 | $1,247-74.4% | $2,122-85.0% | $2,471-87.1% |
| Participant deferral / active EE | $2,171 | $2,512-13.6% | $3,373-35.6% | $3,740-42.0% |
| Admin fee / account holder | $3,418 | $4,536-24.6% | $5,959-42.6% | $5,306-35.6% |