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 | $27,447 | $45,073-39.1% | $69,455-60.5% | $72,985-62.4% |
| Participation rate | 73.0% | 68.5%+4.5pp | 74.6%-1.6pp | 69.5%+3.5pp |
| Annual return | 23.71% | 22.65%+1.1pp | 28.97%-5.3pp | 81.00%-57.3pp |
| Employer contribution / active EE | $544 | $2,054-73.5% | $2,779-80.4% | $2,440-77.7% |
| Participant deferral / active EE | $1,198 | $2,602-54.0% | $3,535-66.1% | $3,607-66.8% |
| Admin fee / account holder | $463 | $3,056-84.8% | $3,839-87.9% | $5,124-91.0% |