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 | $45,277 | $60,349-25.0% | $74,183-39.0% | $62,891-28.0% |
| Participation rate | 80.3% | 72.7%+7.6pp | 76.6%+3.7pp | 69.3%+11.0pp |
| Annual return | 10.86% | 21.37%-10.5pp | 17.74%-6.9pp | 20.14%-9.3pp |
| Employer contribution / active EE | $915 | $1,680-45.5% | $2,370-61.4% | $2,281-59.9% |
| Participant deferral / active EE | $3,241 | $2,856+13.5% | $3,550-8.7% | $3,203+1.2% |
| Admin fee / account holder | $2,090 | $4,261-51.0% | $5,586-62.6% | $4,296-51.3% |