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 | $54,367 | $78,422-30.7% | $95,952-43.3% | $79,858-31.9% |
| Participation rate | 70.0% | 73.5%-3.5pp | 77.1%-7.1pp | 69.6%+0.4pp |
| Annual return | 19.92% | 19.37%+0.5pp | 91.61%-71.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $835 | $1,945-57.1% | $2,541-67.1% | $2,471-66.2% |
| Participant deferral / active EE | $2,412 | $3,440-29.9% | $4,167-42.1% | $3,740-35.5% |
| Admin fee / account holder | $1,217 | $5,622-78.3% | $6,795-82.1% | $5,306-77.1% |