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 | $48,709 | $56,897-14.4% | $84,750-42.5% | $62,891-22.6% |
| Participation rate | 90.6% | 68.5%+22.1pp | 76.6%+14.0pp | 69.3%+21.3pp |
| Annual return | 7.14% | 6.30%+0.8pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,679 | $2,400-30.0% | $3,574-53.0% | $2,281-26.4% |
| Participant deferral / active EE | $2,347 | $2,709-13.4% | $3,712-36.8% | $3,203-26.7% |
| Admin fee / account holder | $1,303 | $3,581-63.6% | $5,332-75.6% | $4,296-69.7% |