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 | $26,472 | $56,897-53.5% | $84,750-68.8% | $62,891-57.9% |
| Participation rate | 71.2% | 68.5%+2.7pp | 76.6%-5.4pp | 69.3%+1.9pp |
| Annual return | 7.81% | 6.30%+1.5pp | 22.78%-15.0pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,253 | $2,709-16.8% | $3,712-39.3% | $3,203-29.6% |
| Admin fee / account holder | $2,297 | $3,581-35.9% | $5,332-56.9% | $4,296-46.5% |