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 | $43,190 | $88,707-51.3% | $74,183-41.8% | $273,961-84.2% |
| Participation rate | 84.2% | 79.4%+4.8pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 5.35% | 11.94%-6.6pp | 17.74%-12.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,104 | $3,159-65.1% | $2,370-53.4% | $4,869-77.3% |
| Participant deferral / active EE | $2,047 | $4,212-51.4% | $3,550-42.3% | $5,287-61.3% |
| Admin fee / account holder | $472 | $8,717-94.6% | $5,586-91.5% | $10,132-95.3% |