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 | $42,858 | $96,557-55.6% | $80,975-47.1% | $273,961-84.4% |
| Participation rate | 90.0% | 79.1%+10.9pp | 75.8%+14.2pp | 83.0%+7.0pp |
| Annual return | 9.18% | 15.14%-6.0pp | 17.10%-7.9pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,923 | $4,868-60.5% | $3,714-48.2% | $4,869-60.5% |
| Participant deferral / active EE | $4,169 | $6,598-36.8% | $5,696-26.8% | $5,287-21.1% |
| Admin fee / account holder | $1,737 | $7,492-76.8% | $5,516-68.5% | $10,132-82.9% |