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 | $47,211 | $48,230-2.1% | $67,502-30.1% | $80,856-41.6% |
| Participation rate | 92.6% | 66.4%+26.2pp | 72.9%+19.7pp | 67.6%+24.9pp |
| Annual return | 12.41% | 18.28%-5.9pp | 3512.12%-3499.7pp | 35.59%-23.2pp |
| Employer contribution / active EE | $953 | $2,020-52.8% | $2,731-65.1% | $2,755-65.4% |
| Participant deferral / active EE | $2,707 | $2,924-7.4% | $4,000-32.3% | $4,296-37.0% |
| Admin fee / account holder | $4,067 | $3,681+10.5% | $3,998+1.7% | $6,918-41.2% |