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 | $43,428 | $43,327+0.2% | $59,878-27.5% | $64,186-32.3% |
| Participation rate | 91.7% | 69.2%+22.5pp | 74.7%+17.0pp | 69.6%+22.1pp |
| Annual return | 10.86% | -1.55%+12.4pp | 3.46%+7.4pp | 7.63%+3.2pp |
| Employer contribution / active EE | $1,624 | $2,028-19.9% | $2,722-40.3% | $2,381-31.8% |
| Participant deferral / active EE | $3,010 | $2,546+18.2% | $3,402-11.5% | $3,470-13.2% |
| Admin fee / account holder | $1,078 | $3,005-64.1% | $3,590-70.0% | $4,888-78.0% |