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 | $29,400 | $56,897-48.3% | $84,750-65.3% | $62,891-53.3% |
| Participation rate | 74.1% | 68.5%+5.6pp | 76.6%-2.5pp | 69.3%+4.8pp |
| Annual return | 8.17% | 6.30%+1.9pp | 22.78%-14.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $879 | $2,400-63.4% | $3,574-75.4% | $2,281-61.5% |
| Participant deferral / active EE | $4,406 | $2,709+62.6% | $3,712+18.7% | $3,203+37.6% |
| Admin fee / account holder | $3,881 | $3,581+8.4% | $5,332-27.2% | $4,296-9.6% |