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 | $24,767 | $103,949-76.2% | $69,182-64.2% | $273,961-91.0% |
| Participation rate | 95.8% | 67.4%+28.5pp | 55.1%+40.7pp | 83.0%+12.8pp |
| Annual return | 6.95% | 35.28%-28.3pp | -21.93%+28.9pp | 41.45%-34.5pp |
| Employer contribution / active EE | $887 | $1,783-50.3% | $1,206-26.5% | $4,869-81.8% |
| Participant deferral / active EE | $1,402 | $2,716-48.4% | $1,897-26.1% | $5,287-73.5% |
| Admin fee / account holder | $734 | $3,671-80.0% | $2,697-72.8% | $10,132-92.8% |