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 | $59,762 | $76,552-21.9% | $123,892-51.8% | $62,891-5.0% |
| Participation rate | 88.2% | 73.0%+15.3pp | 81.4%+6.8pp | 69.3%+18.9pp |
| Annual return | 6.91% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,508 | $2,883-47.7% | $4,617-67.3% | $2,281-33.9% |
| Participant deferral / active EE | $4,038 | $4,840-16.6% | $5,984-32.5% | $3,203+26.1% |
| Admin fee / account holder | $2,568 | $4,826-46.8% | $8,357-69.3% | $4,296-40.2% |