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 | $46,529 | $39,122+18.9% | $57,179-18.6% | $62,891-26.0% |
| Participation rate | 82.8% | 70.5%+12.3pp | 75.3%+7.4pp | 69.3%+13.5pp |
| Annual return | 2.19% | 9.23%-7.0pp | 14.59%-12.4pp | 20.14%-18.0pp |
| Employer contribution / active EE | $1,895 | $1,874+1.1% | $2,682-29.4% | $2,281-16.9% |
| Participant deferral / active EE | $5,031 | $2,374+111.9% | $3,096+62.5% | $3,203+57.1% |
| Admin fee / account holder | $549 | $2,592-78.8% | $3,139-82.5% | $4,296-87.2% |