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 | $45,517 | $69,518-34.5% | $59,878-24.0% | $135,375-66.4% |
| Participation rate | 91.3% | 77.8%+13.5pp | 74.7%+16.6pp | 82.6%+8.7pp |
| Annual return | 1.92% | 7.94%-6.0pp | 3.46%-1.5pp | 519.73%-517.8pp |
| Employer contribution / active EE | $1,096 | $3,235-66.1% | $2,722-59.7% | $4,779-77.1% |
| Participant deferral / active EE | $2,259 | $4,206-46.3% | $3,402-33.6% | $5,609-59.7% |
| Admin fee / account holder | $832 | $5,734-85.5% | $3,590-76.8% | $10,827-92.3% |