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 | $42,948 | $49,280-12.8% | $67,313-36.2% | $64,186-33.1% |
| Participation rate | 70.0% | 60.8%+9.2pp | 69.1%+0.9pp | 69.6%+0.4pp |
| Annual return | 12.63% | -1.39%+14.0pp | -4.08%+16.7pp | 7.63%+5.0pp |
| Employer contribution / active EE | $570 | $1,668-65.9% | $2,566-77.8% | $2,381-76.1% |
| Participant deferral / active EE | $1,501 | $2,484-39.6% | $3,568-57.9% | $3,470-56.7% |
| Admin fee / account holder | $3,330 | $3,863-13.8% | $4,507-26.1% | $4,888-31.9% |