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 | $30,933 | $61,660-49.8% | $80,019-61.3% | $64,186-51.8% |
| Participation rate | 93.8% | 71.7%+22.1pp | 75.8%+17.9pp | 69.6%+24.2pp |
| Annual return | 3.70% | -0.33%+4.0pp | 11.22%-7.5pp | 7.63%-3.9pp |
| Employer contribution / active EE | $1,382 | $1,810-23.7% | $2,468-44.0% | $2,381-42.0% |
| Participant deferral / active EE | $1,661 | $2,968-44.0% | $3,686-54.9% | $3,470-52.1% |
| Admin fee / account holder | $843 | $5,417-84.4% | $6,521-87.1% | $4,888-82.8% |