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 | $38,236 | $99,341-61.5% | $84,750-54.9% | $273,961-86.0% |
| Participation rate | 94.4% | 80.7%+13.8pp | 76.6%+17.9pp | 83.0%+11.4pp |
| Annual return | 4.57% | 22.93%-18.4pp | 22.78%-18.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $2,242 | $4,214-46.8% | $3,574-37.3% | $4,869-54.0% |
| Participant deferral / active EE | $3,371 | $4,269-21.1% | $3,712-9.2% | $5,287-36.3% |
| Admin fee / account holder | $2,449 | $6,644-63.1% | $5,332-54.1% | $10,132-75.8% |