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 | $42,077 | $88,707-52.6% | $74,183-43.3% | $273,961-84.6% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 8.35% | 11.94%-3.6pp | 17.74%-9.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,644 | $3,159-48.0% | $2,370-30.6% | $4,869-66.2% |
| Participant deferral / active EE | $2,685 | $4,212-36.3% | $3,550-24.4% | $5,287-49.2% |
| Admin fee / account holder | $1,148 | $8,717-86.8% | $5,586-79.5% | $10,132-88.7% |