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 | $43,833 | $93,071-52.9% | $74,583-41.2% | $273,961-84.0% |
| Participation rate | 76.9% | 74.9%+2.0pp | 68.1%+8.8pp | 83.0%-6.1pp |
| Annual return | 5.35% | 26.18%-20.8pp | 20.47%-15.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,531 | $3,160-51.5% | $2,525-39.4% | $4,869-68.6% |
| Participant deferral / active EE | $3,019 | $4,160-27.4% | $3,458-12.7% | $5,287-42.9% |
| Admin fee / account holder | $9,867 | $5,272+87.1% | $4,138+138.5% | $10,132-2.6% |