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 | $46,263 | $53,596-13.7% | $90,645-49.0% | $64,186-27.9% |
| Participation rate | 81.3% | 64.5%+16.7pp | 74.0%+7.2pp | 69.6%+11.7pp |
| Annual return | 6.66% | 4.41%+2.2pp | 1.88%+4.8pp | 7.63%-1.0pp |
| Employer contribution / active EE | $1,399 | $1,503-6.9% | $2,532-44.7% | $2,381-41.2% |
| Participant deferral / active EE | $2,119 | $2,459-13.8% | $3,425-38.1% | $3,470-38.9% |
| Admin fee / account holder | $4,723 | $3,868+22.1% | $4,994-5.4% | $4,888-3.4% |