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 | $27,411 | $60,349-54.6% | $74,183-63.0% | $62,891-56.4% |
| Participation rate | 72.2% | 72.7%-0.5pp | 76.6%-4.4pp | 69.3%+2.9pp |
| Annual return | 10.93% | 21.37%-10.4pp | 17.74%-6.8pp | 20.14%-9.2pp |
| Employer contribution / active EE | $747 | $1,680-55.5% | $2,370-68.5% | $2,281-67.3% |
| Participant deferral / active EE | $1,948 | $2,856-31.8% | $3,550-45.1% | $3,203-39.2% |
| Admin fee / account holder | $3,887 | $4,261-8.8% | $5,586-30.4% | $4,296-9.5% |