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 | $41,439 | $56,897-27.2% | $84,750-51.1% | $62,891-34.1% |
| Participation rate | 86.9% | 68.5%+18.3pp | 76.6%+10.3pp | 69.3%+17.6pp |
| Annual return | 6.16% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,376 | $2,400-42.7% | $3,574-61.5% | $2,281-39.7% |
| Participant deferral / active EE | $1,716 | $2,709-36.7% | $3,712-53.8% | $3,203-46.4% |
| Admin fee / account holder | $8,491 | $3,581+137.1% | $5,332+59.2% | $4,296+97.7% |