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 | $44,564 | $56,897-21.7% | $84,750-47.4% | $62,891-29.1% |
| Participation rate | 84.4% | 68.5%+15.8pp | 76.6%+7.8pp | 69.3%+15.1pp |
| Annual return | 8.49% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $571 | $2,400-76.2% | $3,574-84.0% | $2,281-75.0% |
| Participant deferral / active EE | $3,794 | $2,709+40.0% | $3,712+2.2% | $3,203+18.5% |
| Admin fee / account holder | $8,069 | $3,581+125.3% | $5,332+51.3% | $4,296+87.9% |