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 | $29,351 | $39,122-25.0% | $57,179-48.7% | $62,891-53.3% |
| Participation rate | 84.8% | 70.5%+14.3pp | 75.3%+9.5pp | 69.3%+15.5pp |
| Annual return | 1.65% | 9.23%-7.6pp | 14.59%-12.9pp | 20.14%-18.5pp |
| Employer contribution / active EE | $1,740 | $1,874-7.2% | $2,682-35.1% | $2,281-23.7% |
| Participant deferral / active EE | $2,947 | $2,374+24.1% | $3,096-4.8% | $3,203-8.0% |
| Admin fee / account holder | $516 | $2,592-80.1% | $3,139-83.6% | $4,296-88.0% |