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 | $45,652 | $54,726-16.6% | $68,793-33.6% | $64,186-28.9% |
| Participation rate | 85.7% | 68.0%+17.7pp | 72.2%+13.5pp | 69.6%+16.1pp |
| Annual return | 9.98% | -1.62%+11.6pp | -4.63%+14.6pp | 7.63%+2.4pp |
| Employer contribution / active EE | $1,217 | $1,846-34.1% | $2,625-53.7% | $2,381-48.9% |
| Participant deferral / active EE | $3,862 | $2,626+47.0% | $3,311+16.6% | $3,470+11.3% |
| Admin fee / account holder | $3,394 | $4,027-15.7% | $5,131-33.8% | $4,888-30.6% |