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 | $64,355 | $73,787-12.8% | $98,716-34.8% | $82,448-21.9% |
| Participation rate | 91.2% | 61.4%+29.8pp | 69.3%+21.9pp | 68.1%+23.2pp |
| Annual return | 14.42% | 18.57%-4.1pp | 31.81%-17.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $401 | $1,511-73.5% | $2,279-82.4% | $2,551-84.3% |
| Participant deferral / active EE | $2,555 | $3,081-17.1% | $4,048-36.9% | $4,139-38.3% |
| Admin fee / account holder | $988 | $6,500-84.8% | $8,703-88.6% | $7,234-86.3% |