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 | $29,219 | $67,606-56.8% | $82,313-64.5% | $70,131-58.3% |
| Participation rate | 82.2% | 72.8%+9.5pp | 76.9%+5.3pp | 69.5%+12.7pp |
| Annual return | 17.48% | 21.57%-4.1pp | 25.88%-8.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $758 | $1,755-56.8% | $2,428-68.8% | $2,342-67.6% |
| Participant deferral / active EE | $1,883 | $2,987-37.0% | $3,706-49.2% | $3,332-43.5% |
| Admin fee / account holder | $625 | $4,512-86.1% | $5,608-88.9% | $4,645-86.5% |