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 | $45,748 | $69,518-34.2% | $59,878-23.6% | $135,375-66.2% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.7%+14.2pp | 82.6%+6.2pp |
| Annual return | 7.74% | 7.94%-0.2pp | 3.46%+4.3pp | 519.73%-512.0pp |
| Employer contribution / active EE | $1,262 | $3,235-61.0% | $2,722-53.6% | $4,779-73.6% |
| Participant deferral / active EE | $3,931 | $4,206-6.5% | $3,402+15.5% | $5,609-29.9% |
| Admin fee / account holder | $1,447 | $5,734-74.8% | $3,590-59.7% | $10,827-86.6% |