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 | $48,650 | $72,492-32.9% | $87,100-44.1% | $72,985-33.3% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.9%+4.6pp | 69.5%+12.0pp |
| Annual return | 23.39% | 24.46%-1.1pp | 28.19%-4.8pp | 81.00%-57.6pp |
| Employer contribution / active EE | $547 | $1,894-71.1% | $2,521-78.3% | $2,440-77.6% |
| Participant deferral / active EE | $6,076 | $3,270+85.8% | $4,049+50.1% | $3,607+68.4% |
| Admin fee / account holder | $1,258 | $5,055-75.1% | $7,497-83.2% | $5,124-75.5% |