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 | $19,494 | $54,762-64.4% | $90,281-78.4% | $72,985-73.3% |
| Participation rate | 75.4% | 65.1%+10.2pp | 73.3%+2.1pp | 69.5%+5.9pp |
| Annual return | 20.36% | 30.63%-10.3pp | 78.10%-57.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $648 | $2,092-69.0% | $2,854-77.3% | $2,440-73.4% |
| Participant deferral / active EE | $1,424 | $2,887-50.7% | $3,885-63.4% | $3,607-60.5% |
| Admin fee / account holder | $553 | $3,972-86.1% | $5,351-89.7% | $5,124-89.2% |