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 | $45,518 | $78,422-42.0% | $95,952-52.6% | $79,858-43.0% |
| Participation rate | 79.3% | 73.5%+5.8pp | 77.1%+2.2pp | 69.6%+9.7pp |
| Annual return | 14.57% | 19.37%-4.8pp | 91.61%-77.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $897 | $1,945-53.9% | $2,541-64.7% | $2,471-63.7% |
| Participant deferral / active EE | $2,894 | $3,440-15.9% | $4,167-30.6% | $3,740-22.6% |
| Admin fee / account holder | $558 | $5,622-90.1% | $6,795-91.8% | $5,306-89.5% |