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 | $26,326 | $59,839-56.0% | $81,983-67.9% | $79,858-67.0% |
| Participation rate | 71.4% | 61.6%+9.8pp | 69.2%+2.2pp | 69.6%+1.8pp |
| Annual return | 13.51% | 17.56%-4.0pp | 41.31%-27.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $871 | $1,713-49.2% | $2,498-65.1% | $2,471-64.8% |
| Participant deferral / active EE | $1,146 | $2,695-57.5% | $3,722-69.2% | $3,740-69.4% |
| Admin fee / account holder | $2,822 | $4,287-34.2% | $5,664-50.2% | $5,306-46.8% |