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 | $26,498 | $67,606-60.8% | $82,313-67.8% | $70,131-62.2% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.9%-6.9pp | 69.5%+0.5pp |
| Annual return | 19.94% | 21.57%-1.6pp | 25.88%-5.9pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,305 | $1,755-25.7% | $2,428-46.3% | $2,342-44.3% |
| Participant deferral / active EE | $2,537 | $2,987-15.1% | $3,706-31.6% | $3,332-23.9% |
| Admin fee / account holder | $997 | $4,512-77.9% | $5,608-82.2% | $4,645-78.5% |