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 | $60,195 | $61,660-2.4% | $80,019-24.8% | $64,186-6.2% |
| Participation rate | 71.9% | 71.7%+0.2pp | 75.8%-4.0pp | 69.6%+2.3pp |
| Annual return | 5.57% | -0.33%+5.9pp | 11.22%-5.6pp | 7.63%-2.1pp |
| Employer contribution / active EE | $924 | $1,810-49.0% | $2,468-62.6% | $2,381-61.2% |
| Participant deferral / active EE | $2,014 | $2,968-32.1% | $3,686-45.4% | $3,470-42.0% |
| Admin fee / account holder | $964 | $5,417-82.2% | $6,521-85.2% | $4,888-80.3% |