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 | $23,243 | $93,346-75.1% | $71,796-67.6% | $273,961-91.5% |
| Participation rate | 86.7% | 76.5%+10.1pp | 69.1%+17.6pp | 83.0%+3.7pp |
| Annual return | 5.26% | 130.39%-125.1pp | 78.04%-72.8pp | 41.45%-36.2pp |
| Employer contribution / active EE | $396 | $2,733-85.5% | $1,924-79.4% | $4,869-91.9% |
| Participant deferral / active EE | $1,758 | $3,475-49.4% | $2,794-37.1% | $5,287-66.8% |
| Admin fee / account holder | $2,477 | $6,571-62.3% | $4,815-48.6% | $10,132-75.6% |