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 | $53,238 | $43,075+23.6% | $74,583-28.6% | $62,891-15.3% |
| Participation rate | 84.0% | 58.1%+25.9pp | 68.1%+15.9pp | 69.3%+14.7pp |
| Annual return | 5.90% | 17.50%-11.6pp | 20.47%-14.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,032 | $1,498-31.1% | $2,525-59.1% | $2,281-54.7% |
| Participant deferral / active EE | $2,978 | $2,389+24.6% | $3,458-13.9% | $3,203-7.0% |
| Admin fee / account holder | $9,261 | $2,840+226.1% | $4,138+123.8% | $4,296+115.6% |