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 | $40,041 | $56,277-28.9% | $80,975-50.6% | $62,891-36.3% |
| Participation rate | 90.3% | 69.0%+21.4pp | 75.8%+14.5pp | 69.3%+21.0pp |
| Annual return | 7.29% | 22.12%-14.8pp | 17.10%-9.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,683 | $1,943-13.4% | $3,714-54.7% | $2,281-26.2% |
| Participant deferral / active EE | $5,376 | $4,195+28.1% | $5,696-5.6% | $3,203+67.8% |
| Admin fee / account holder | $1,733 | $3,741-53.7% | $5,516-68.6% | $4,296-59.6% |