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 | $46,361 | $45,073+2.9% | $69,455-33.3% | $72,985-36.5% |
| Participation rate | 92.0% | 68.5%+23.5pp | 74.6%+17.4pp | 69.5%+22.5pp |
| Annual return | 21.79% | 22.65%-0.9pp | 28.97%-7.2pp | 81.00%-59.2pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,583 | $2,602+114.6% | $3,535+57.9% | $3,607+54.8% |
| Admin fee / account holder | $2,461 | $3,056-19.5% | $3,839-35.9% | $5,124-52.0% |