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 | $47,112 | $67,411-30.1% | $91,001-48.2% | $70,131-32.8% |
| Participation rate | 93.1% | 71.4%+21.7pp | 75.6%+17.5pp | 69.5%+23.6pp |
| Annual return | 15.85% | -40.16%+56.0pp | 4.60%+11.3pp | 73.14%-57.3pp |
| Employer contribution / active EE | $3,672 | $1,786+105.6% | $2,456+49.5% | $2,342+56.8% |
| Participant deferral / active EE | $6,142 | $2,823+117.6% | $3,547+73.2% | $3,332+84.4% |
| Admin fee / account holder | $3,504 | $4,236-17.3% | $5,417-35.3% | $4,645-24.6% |