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 | $43,718 | $105,630-58.6% | $87,507-50.0% | $273,961-84.0% |
| Participation rate | 91.7% | 78.2%+13.5pp | 73.8%+17.8pp | 83.0%+8.7pp |
| Annual return | 3.48% | 12.25%-8.8pp | 12.21%-8.7pp | 41.45%-38.0pp |
| Employer contribution / active EE | $291 | $3,141-90.7% | $2,550-88.6% | $4,869-94.0% |
| Participant deferral / active EE | $530 | $3,601-85.3% | $3,149-83.2% | $5,287-90.0% |
| Admin fee / account holder | $8,015 | $4,781+67.6% | $4,221+89.9% | $10,132-20.9% |