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 | $29,211 | $88,707-67.1% | $74,183-60.6% | $273,961-89.3% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 7.87% | 11.94%-4.1pp | 17.74%-9.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,136 | $3,159-64.0% | $2,370-52.1% | $4,869-76.7% |
| Participant deferral / active EE | $2,499 | $4,212-40.7% | $3,550-29.6% | $5,287-52.7% |
| Admin fee / account holder | $1,857 | $8,717-78.7% | $5,586-66.7% | $10,132-81.7% |