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 | $51,429 | $60,349-14.8% | $74,183-30.7% | $62,891-18.2% |
| Participation rate | 83.9% | 72.7%+11.1pp | 76.6%+7.3pp | 69.3%+14.6pp |
| Annual return | 7.30% | 21.37%-14.1pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,094 | $1,680-34.9% | $2,370-53.8% | $2,281-52.0% |
| Participant deferral / active EE | $2,574 | $2,856-9.9% | $3,550-27.5% | $3,203-19.7% |
| Admin fee / account holder | $858 | $4,261-79.9% | $5,586-84.6% | $4,296-80.0% |