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 | $46,118 | $56,054-17.7% | $171,082-73.0% | $62,891-26.7% |
| Participation rate | 80.6% | 62.9%+17.7pp | 76.7%+3.9pp | 69.3%+11.2pp |
| Annual return | 5.42% | 22.52%-17.1pp | 32.56%-27.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,662 | $1,731-4.0% | $4,002-58.5% | $2,281-27.2% |
| Participant deferral / active EE | $2,596 | $3,158-17.8% | $4,797-45.9% | $3,203-19.0% |
| Admin fee / account holder | $25,402 | $3,647+596.6% | $8,520+198.2% | $4,296+491.4% |