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 | $39,231 | $57,065-31.3% | $75,670-48.2% | $70,131-44.1% |
| Participation rate | 79.5% | 68.1%+11.5pp | 72.3%+7.2pp | 69.5%+10.0pp |
| Annual return | 14.58% | 23.57%-9.0pp | 27.34%-12.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $350 | $1,817-80.7% | $2,352-85.1% | $2,342-85.1% |
| Participant deferral / active EE | $2,204 | $2,580-14.6% | $3,142-29.9% | $3,332-33.8% |
| Admin fee / account holder | $2,155 | $3,825-43.7% | $5,800-62.8% | $4,645-53.6% |