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 | $31,545 | $39,122-19.4% | $57,179-44.8% | $62,891-49.8% |
| Participation rate | 83.1% | 70.5%+12.6pp | 75.3%+7.8pp | 69.3%+13.8pp |
| Annual return | 7.19% | 9.23%-2.0pp | 14.59%-7.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,211 | $1,874-35.4% | $2,682-54.8% | $2,281-46.9% |
| Participant deferral / active EE | $2,321 | $2,374-2.2% | $3,096-25.0% | $3,203-27.5% |
| Admin fee / account holder | $1,486 | $2,592-42.7% | $3,139-52.7% | $4,296-65.4% |