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 | $32,923 | $39,122-15.8% | $57,179-42.4% | $62,891-47.7% |
| Participation rate | 84.3% | 70.5%+13.8pp | 75.3%+8.9pp | 69.3%+15.0pp |
| Annual return | 6.32% | 9.23%-2.9pp | 14.59%-8.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,524 | $1,874-18.7% | $2,682-43.2% | $2,281-33.2% |
| Participant deferral / active EE | $1,295 | $2,374-45.4% | $3,096-58.2% | $3,203-59.6% |
| Admin fee / account holder | $1,267 | $2,592-51.1% | $3,139-59.6% | $4,296-70.5% |