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 | $43,733 | $69,977-37.5% | $108,579-59.7% | $62,891-30.5% |
| Participation rate | 84.3% | 72.9%+11.4pp | 79.6%+4.7pp | 69.3%+15.0pp |
| Annual return | 6.04% | 10.73%-4.7pp | -51.70%+57.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,352 | $2,135-36.7% | $3,758-64.0% | $2,281-40.7% |
| Participant deferral / active EE | $2,262 | $3,165-28.5% | $4,311-47.5% | $3,203-29.4% |
| Admin fee / account holder | $2,640 | $5,076-48.0% | $7,645-65.5% | $4,296-38.5% |