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 | $36,531 | $39,122-6.6% | $57,179-36.1% | $62,891-41.9% |
| Participation rate | 77.8% | 70.5%+7.3pp | 75.3%+2.4pp | 69.3%+8.5pp |
| Annual return | 5.95% | 9.23%-3.3pp | 14.59%-8.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $652 | $1,874-65.2% | $2,682-75.7% | $2,281-71.4% |
| Participant deferral / active EE | $2,477 | $2,374+4.4% | $3,096-20.0% | $3,203-22.7% |
| Admin fee / account holder | $6,282 | $2,592+142.4% | $3,139+100.1% | $4,296+46.3% |