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 | $26,859 | $62,586-57.1% | $76,768-65.0% | $64,186-58.2% |
| Participation rate | 92.0% | 72.8%+19.2pp | 77.0%+15.0pp | 69.6%+22.4pp |
| Annual return | 1.19% | -1.95%+3.1pp | 2.43%-1.2pp | 7.63%-6.4pp |
| Employer contribution / active EE | $674 | $1,832-63.2% | $2,485-72.9% | $2,381-71.7% |
| Participant deferral / active EE | $2,313 | $3,145-26.4% | $3,852-39.9% | $3,470-33.3% |
| Admin fee / account holder | $3,145 | $4,667-32.6% | $6,675-52.9% | $4,888-35.7% |