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 | $46,178 | $76,367-39.5% | $93,606-50.7% | $72,985-36.7% |
| Participation rate | 77.4% | 71.7%+5.7pp | 75.8%+1.6pp | 69.5%+7.9pp |
| Annual return | 24.46% | 25.82%-1.4pp | 32.76%-8.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,652 | $3,538-53.3% | $4,069-59.4% | $3,607-54.2% |
| Admin fee / account holder | $2,403 | $6,838-64.9% | $7,888-69.5% | $5,124-53.1% |