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 | $44,947 | $50,958-11.8% | $74,550-39.7% | $64,186-30.0% |
| Participation rate | 96.6% | 61.1%+35.5pp | 69.1%+27.4pp | 69.6%+27.0pp |
| Annual return | 1.66% | -1.86%+3.5pp | 32.53%-30.9pp | 7.63%-6.0pp |
| Employer contribution / active EE | $1,438 | $1,115+28.9% | $1,961-26.7% | $2,381-39.6% |
| Participant deferral / active EE | $4,148 | $2,301+80.3% | $3,108+33.5% | $3,470+19.6% |
| Admin fee / account holder | $2,447 | $4,223-42.1% | $5,060-51.6% | $4,888-49.9% |