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 | $28,920 | $67,411-57.1% | $91,001-68.2% | $70,131-58.8% |
| Participation rate | 76.7% | 71.4%+5.3pp | 75.6%+1.1pp | 69.5%+7.1pp |
| Annual return | 15.84% | -40.16%+56.0pp | 4.60%+11.2pp | 73.14%-57.3pp |
| Employer contribution / active EE | $836 | $1,786-53.2% | $2,456-65.9% | $2,342-64.3% |
| Participant deferral / active EE | $1,694 | $2,823-40.0% | $3,547-52.2% | $3,332-49.2% |
| Admin fee / account holder | $5,050 | $4,236+19.2% | $5,417-6.8% | $4,645+8.7% |