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 | $36,410 | $64,480-43.5% | $81,382-55.3% | $80,856-55.0% |
| Participation rate | 75.7% | 63.9%+11.8pp | 69.5%+6.2pp | 67.6%+8.0pp |
| Annual return | 15.70% | 16.34%-0.6pp | 24.73%-9.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,696 | $3,094-12.8% | $3,883-30.6% | $4,296-37.2% |
| Admin fee / account holder | $3,146 | $5,671-44.5% | $5,768-45.5% | $6,918-54.5% |