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 | $41,090 | $59,839-31.3% | $81,983-49.9% | $79,858-48.5% |
| Participation rate | 75.0% | 61.6%+13.4pp | 69.2%+5.8pp | 69.6%+5.4pp |
| Annual return | 16.64% | 17.56%-0.9pp | 41.31%-24.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,010 | $1,713-41.0% | $2,498-59.5% | $2,471-59.1% |
| Participant deferral / active EE | $2,460 | $2,695-8.7% | $3,722-33.9% | $3,740-34.2% |
| Admin fee / account holder | $417 | $4,287-90.3% | $5,664-92.6% | $5,306-92.1% |