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 | $29,719 | $71,883-58.7% | $86,677-65.7% | $68,494-56.6% |
| Participation rate | 80.6% | 72.2%+8.4pp | 76.6%+4.0pp | 67.9%+12.7pp |
| Annual return | 2.07% | 3.52%-1.5pp | 35.91%-33.8pp | -7.84%+9.9pp |
| Employer contribution / active EE | $661 | $2,173-69.6% | $2,836-76.7% | $2,596-74.5% |
| Participant deferral / active EE | $2,582 | $3,779-31.7% | $4,656-44.5% | $4,027-35.9% |
| Admin fee / account holder | $6,562 | $6,112+7.4% | $7,493-12.4% | $5,403+21.4% |