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 | $48,462 | $45,073+7.5% | $69,455-30.2% | $72,985-33.6% |
| Participation rate | 78.8% | 68.5%+10.3pp | 74.6%+4.2pp | 69.5%+9.3pp |
| Annual return | 15.36% | 22.65%-7.3pp | 28.97%-13.6pp | 81.00%-65.6pp |
| Employer contribution / active EE | $1,186 | $2,054-42.2% | $2,779-57.3% | $2,440-51.4% |
| Participant deferral / active EE | $2,166 | $2,602-16.8% | $3,535-38.7% | $3,607-40.0% |
| Admin fee / account holder | $4,089 | $3,056+33.8% | $3,839+6.5% | $5,124-20.2% |