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 | $30,170 | $87,540-65.5% | $75,781-60.2% | $125,391-75.9% |
| Participation rate | 86.4% | 80.2%+6.2pp | 75.8%+10.5pp | 83.2%+3.2pp |
| Annual return | 0.40% | 13.48%-13.1pp | 9.68%-9.3pp | 282.22%-281.8pp |
| Employer contribution / active EE | $2,097 | $3,930-46.6% | $3,323-36.9% | $4,866-56.9% |
| Participant deferral / active EE | $1,548 | $4,229-63.4% | $3,651-57.6% | $5,352-71.1% |
| Admin fee / account holder | $1,668 | $6,502-74.3% | $5,299-68.5% | $9,540-82.5% |