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 | $49,667 | $45,035+10.3% | $62,995-21.2% | $70,131-29.2% |
| Participation rate | 95.7% | 69.5%+26.2pp | 74.8%+20.9pp | 69.5%+26.2pp |
| Annual return | 11.92% | 18.76%-6.8pp | 87.57%-75.6pp | 73.14%-61.2pp |
| Employer contribution / active EE | $811 | $2,051-60.5% | $2,759-70.6% | $2,342-65.4% |
| Participant deferral / active EE | $2,285 | $2,465-7.3% | $3,329-31.4% | $3,332-31.4% |
| Admin fee / account holder | $1,323 | $2,834-53.3% | $3,600-63.2% | $4,645-71.5% |