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 | $29,614 | $45,035-34.2% | $62,995-53.0% | $70,131-57.8% |
| Participation rate | 77.9% | 69.5%+8.4pp | 74.8%+3.1pp | 69.5%+8.4pp |
| Annual return | 15.41% | 18.76%-3.3pp | 87.57%-72.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $689 | $2,051-66.4% | $2,759-75.0% | $2,342-70.6% |
| Participant deferral / active EE | $1,470 | $2,465-40.4% | $3,329-55.8% | $3,332-55.9% |
| Admin fee / account holder | $2,841 | $2,834+0.2% | $3,600-21.1% | $4,645-38.8% |