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 | $57,884 | $76,367-24.2% | $93,606-38.2% | $72,985-20.7% |
| Participation rate | 88.0% | 71.7%+16.3pp | 75.8%+12.2pp | 69.5%+18.5pp |
| Annual return | 25.60% | 25.82%-0.2pp | 32.76%-7.2pp | 81.00%-55.4pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,513 | $3,538-29.0% | $4,069-38.2% | $3,607-30.3% |
| Admin fee / account holder | $1,634 | $6,838-76.1% | $7,888-79.3% | $5,124-68.1% |