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 | $41,032 | $60,349-32.0% | $74,183-44.7% | $62,891-34.8% |
| Participation rate | 85.1% | 72.7%+12.3pp | 76.6%+8.5pp | 69.3%+15.8pp |
| Annual return | 6.53% | 21.37%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,135 | $1,680-32.4% | $2,370-52.1% | $2,281-50.2% |
| Participant deferral / active EE | $2,998 | $2,856+5.0% | $3,550-15.6% | $3,203-6.4% |
| Admin fee / account holder | $1,448 | $4,261-66.0% | $5,586-74.1% | $4,296-66.3% |