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 | $41,760 | $72,492-42.4% | $87,100-52.1% | $72,985-42.8% |
| Participation rate | 71.8% | 72.8%-1.0pp | 76.9%-5.1pp | 69.5%+2.3pp |
| Annual return | 27.58% | 24.46%+3.1pp | 28.19%-0.6pp | 81.00%-53.4pp |
| Employer contribution / active EE | $682 | $1,894-64.0% | $2,521-72.9% | $2,440-72.0% |
| Participant deferral / active EE | $7,984 | $3,270+144.2% | $4,049+97.2% | $3,607+121.3% |
| Admin fee / account holder | $1,373 | $5,055-72.8% | $7,497-81.7% | $5,124-73.2% |