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 | $46,714 | $96,557-51.6% | $80,975-42.3% | $273,961-82.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.40% | 15.14%-11.7pp | 17.10%-13.7pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,764 | $4,868-63.8% | $3,714-52.5% | $4,869-63.8% |
| Participant deferral / active EE | $3,198 | $6,598-51.5% | $5,696-43.9% | $5,287-39.5% |
| Admin fee / account holder | $8,676 | $7,492+15.8% | $5,516+57.3% | $10,132-14.4% |