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 | $48,330 | $69,977-30.9% | $108,579-55.5% | $62,891-23.2% |
| Participation rate | 94.7% | 72.9%+21.8pp | 79.6%+15.2pp | 69.3%+25.4pp |
| Annual return | 7.29% | 10.73%-3.4pp | -51.70%+59.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,594 | $2,135-25.3% | $3,758-57.6% | $2,281-30.1% |
| Participant deferral / active EE | $3,850 | $3,165+21.7% | $4,311-10.7% | $3,203+20.2% |
| Admin fee / account holder | $4,305 | $5,076-15.2% | $7,645-43.7% | $4,296+0.2% |