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 | $43,829 | $53,596-18.2% | $90,645-51.6% | $64,186-31.7% |
| Participation rate | 95.5% | 64.5%+30.9pp | 74.0%+21.4pp | 69.6%+25.9pp |
| Annual return | 1.39% | 4.41%-3.0pp | 1.88%-0.5pp | 7.63%-6.2pp |
| Employer contribution / active EE | $1,015 | $1,503-32.5% | $2,532-59.9% | $2,381-57.4% |
| Participant deferral / active EE | $2,942 | $2,459+19.7% | $3,425-14.1% | $3,470-15.2% |
| Admin fee / account holder | $385 | $3,868-90.0% | $4,994-92.3% | $4,888-92.1% |