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 | $45,866 | $56,277-18.5% | $80,975-43.4% | $62,891-27.1% |
| Participation rate | 89.7% | 69.0%+20.7pp | 75.8%+13.8pp | 69.3%+20.3pp |
| Annual return | 7.13% | 22.12%-15.0pp | 17.10%-10.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,664 | $1,943-14.3% | $3,714-55.2% | $2,281-27.0% |
| Participant deferral / active EE | $3,980 | $4,195-5.1% | $5,696-30.1% | $3,203+24.3% |
| Admin fee / account holder | $6,171 | $3,741+65.0% | $5,516+11.9% | $4,296+43.7% |