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 | $45,643 | $67,411-32.3% | $91,001-49.8% | $70,131-34.9% |
| Participation rate | 73.5% | 71.4%+2.1pp | 75.6%-2.1pp | 69.5%+3.9pp |
| Annual return | 14.26% | -40.16%+54.4pp | 4.60%+9.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $450 | $1,786-74.8% | $2,456-81.7% | $2,342-80.8% |
| Participant deferral / active EE | $3,571 | $2,823+26.5% | $3,547+0.7% | $3,332+7.2% |
| Admin fee / account holder | $5,611 | $4,236+32.5% | $5,417+3.6% | $4,645+20.8% |