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 | $26,605 | $43,075-38.2% | $74,583-64.3% | $62,891-57.7% |
| Participation rate | 76.1% | 58.1%+18.0pp | 68.1%+7.9pp | 69.3%+6.8pp |
| Annual return | 7.47% | 17.50%-10.0pp | 20.47%-13.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $597 | $1,498-60.1% | $2,525-76.3% | $2,281-73.8% |
| Participant deferral / active EE | $2,100 | $2,389-12.1% | $3,458-39.3% | $3,203-34.4% |
| Admin fee / account holder | $1,767 | $2,840-37.8% | $4,138-57.3% | $4,296-58.9% |