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 | $42,262 | $56,897-25.7% | $84,750-50.1% | $62,891-32.8% |
| Participation rate | 73.1% | 68.5%+4.5pp | 76.6%-3.5pp | 69.3%+3.8pp |
| Annual return | 6.80% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.3pp |
| Employer contribution / active EE | $656 | $2,400-72.7% | $3,574-81.6% | $2,281-71.2% |
| Participant deferral / active EE | $4,845 | $2,709+78.8% | $3,712+30.5% | $3,203+51.3% |
| Admin fee / account holder | $1,899 | $3,581-47.0% | $5,332-64.4% | $4,296-55.8% |