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 | $43,006 | $54,380-20.9% | $68,509-37.2% | $59,632-27.9% |
| Participation rate | 97.6% | 70.2%+27.4pp | 74.7%+22.8pp | 68.7%+28.9pp |
| Annual return | 1.35% | 2.83%-1.5pp | 8.27%-6.9pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $1,160 | $1,539-24.6% | $2,278-49.1% | $2,203-47.3% |
| Participant deferral / active EE | $3,577 | $2,643+35.3% | $3,382+5.7% | $3,192+12.1% |
| Admin fee / account holder | $2,046 | $3,885-47.3% | $5,275-61.2% | $4,297-52.4% |