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 | $43,139 | $59,839-27.9% | $81,983-47.4% | $79,858-46.0% |
| Participation rate | 72.0% | 61.6%+10.4pp | 69.2%+2.8pp | 69.6%+2.4pp |
| Annual return | 17.12% | 17.56%-0.4pp | 41.31%-24.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,251 | $1,713-27.0% | $2,498-49.9% | $2,471-49.4% |
| Participant deferral / active EE | $2,483 | $2,695-7.9% | $3,722-33.3% | $3,740-33.6% |
| Admin fee / account holder | $5,699 | $4,287+32.9% | $5,664+0.6% | $5,306+7.4% |