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 | $46,699 | $56,277-17.0% | $80,975-42.3% | $62,891-25.7% |
| Participation rate | 88.5% | 69.0%+19.5pp | 75.8%+12.6pp | 69.3%+19.2pp |
| Annual return | 5.75% | 22.12%-16.4pp | 17.10%-11.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,854 | $1,943-4.6% | $3,714-50.1% | $2,281-18.7% |
| Participant deferral / active EE | $5,484 | $4,195+30.7% | $5,696-3.7% | $3,203+71.2% |
| Admin fee / account holder | $7,387 | $3,741+97.5% | $5,516+33.9% | $4,296+72.0% |