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 | $45,981 | $67,606-32.0% | $82,313-44.1% | $70,131-34.4% |
| Participation rate | 70.7% | 72.8%-2.1pp | 76.9%-6.2pp | 69.5%+1.1pp |
| Annual return | 16.11% | 21.57%-5.5pp | 25.88%-9.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $552 | $1,755-68.5% | $2,428-77.3% | $2,342-76.4% |
| Participant deferral / active EE | $2,470 | $2,987-17.3% | $3,706-33.4% | $3,332-25.9% |
| Admin fee / account holder | $4,186 | $4,512-7.2% | $5,608-25.4% | $4,645-9.9% |