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 | $44,665 | $67,606-33.9% | $82,313-45.7% | $70,131-36.3% |
| Participation rate | 72.5% | 72.8%-0.3pp | 76.9%-4.4pp | 69.5%+3.0pp |
| Annual return | 17.06% | 21.57%-4.5pp | 25.88%-8.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $817 | $1,755-53.4% | $2,428-66.4% | $2,342-65.1% |
| Participant deferral / active EE | $1,758 | $2,987-41.2% | $3,706-52.6% | $3,332-47.2% |
| Admin fee / account holder | $322 | $4,512-92.9% | $5,608-94.3% | $4,645-93.1% |