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 | $47,593 | $60,349-21.1% | $74,183-35.8% | $62,891-24.3% |
| Participation rate | 95.6% | 72.7%+22.8pp | 76.6%+18.9pp | 69.3%+26.2pp |
| Annual return | 7.31% | 21.37%-14.1pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $963 | $1,680-42.7% | $2,370-59.4% | $2,281-57.8% |
| Participant deferral / active EE | $2,471 | $2,856-13.5% | $3,550-30.4% | $3,203-22.9% |
| Admin fee / account holder | $2,767 | $4,261-35.1% | $5,586-50.5% | $4,296-35.6% |