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 | $45,935 | $67,606-32.1% | $82,313-44.2% | $70,131-34.5% |
| Participation rate | 91.1% | 72.8%+18.4pp | 76.9%+14.2pp | 69.5%+21.6pp |
| Annual return | 12.62% | 21.57%-8.9pp | 25.88%-13.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,924 | $2,987-2.1% | $3,706-21.1% | $3,332-12.2% |
| Admin fee / account holder | $4,770 | $4,512+5.7% | $5,608-14.9% | $4,645+2.7% |