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 | $54,506 | $78,422-30.5% | $95,952-43.2% | $79,858-31.7% |
| Participation rate | 71.4% | 73.5%-2.1pp | 77.1%-5.6pp | 69.6%+1.8pp |
| Annual return | 17.68% | 19.37%-1.7pp | 91.61%-73.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $693 | $1,945-64.4% | $2,541-72.7% | $2,471-72.0% |
| Participant deferral / active EE | $1,864 | $3,440-45.8% | $4,167-55.3% | $3,740-50.2% |
| Admin fee / account holder | $368 | $5,622-93.4% | $6,795-94.6% | $5,306-93.1% |