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 | $43,268 | $54,762-21.0% | $90,281-52.1% | $72,985-40.7% |
| Participation rate | 78.0% | 65.1%+12.9pp | 73.3%+4.7pp | 69.5%+8.5pp |
| Annual return | 21.74% | 30.63%-8.9pp | 78.10%-56.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,007 | $2,092-51.9% | $2,854-64.7% | $2,440-58.7% |
| Participant deferral / active EE | $3,306 | $2,887+14.5% | $3,885-14.9% | $3,607-8.4% |
| Admin fee / account holder | $5,682 | $3,972+43.1% | $5,351+6.2% | $5,124+10.9% |