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 | $45,617 | $78,422-41.8% | $95,952-52.5% | $79,858-42.9% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 19.20% | 19.37%-0.2pp | 91.61%-72.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $935 | $1,945-51.9% | $2,541-63.2% | $2,471-62.1% |
| Participant deferral / active EE | $2,350 | $3,440-31.7% | $4,167-43.6% | $3,740-37.2% |
| Admin fee / account holder | $1,585 | $5,622-71.8% | $6,795-76.7% | $5,306-70.1% |