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 | $44,469 | $56,897-21.8% | $84,750-47.5% | $62,891-29.3% |
| Participation rate | 77.8% | 68.5%+9.2pp | 76.6%+1.2pp | 69.3%+8.5pp |
| Annual return | 6.17% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $970 | $2,400-59.6% | $3,574-72.9% | $2,281-57.5% |
| Participant deferral / active EE | $2,662 | $2,709-1.7% | $3,712-28.3% | $3,203-16.9% |
| Admin fee / account holder | $1,735 | $3,581-51.5% | $5,332-67.5% | $4,296-59.6% |