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 | $53,072 | $60,349-12.1% | $74,183-28.5% | $62,891-15.6% |
| Participation rate | 89.5% | 72.7%+16.7pp | 76.6%+12.9pp | 69.3%+20.2pp |
| Annual return | 7.54% | 21.37%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $645 | $1,680-61.6% | $2,370-72.8% | $2,281-71.7% |
| Participant deferral / active EE | $2,702 | $2,856-5.4% | $3,550-23.9% | $3,203-15.6% |
| Admin fee / account holder | $1,450 | $4,261-66.0% | $5,586-74.0% | $4,296-66.2% |