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 | $38,540 | $60,892-36.7% | $82,389-53.2% | $84,808-54.6% |
| Participation rate | 85.0% | 63.3%+21.7pp | 69.5%+15.5pp | 68.3%+16.7pp |
| Annual return | 16.73% | 37.29%-20.6pp | 28.67%-11.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,960 | $1,779+10.1% | $2,517-22.1% | $2,631-25.5% |
| Participant deferral / active EE | $4,185 | $3,179+31.7% | $4,155+0.7% | $4,212-0.6% |
| Admin fee / account holder | $4,729 | $5,467-13.5% | $7,231-34.6% | $7,344-35.6% |