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 | $45,613 | $43,075+5.9% | $74,583-38.8% | $62,891-27.5% |
| Participation rate | 77.4% | 58.1%+19.3pp | 68.1%+9.2pp | 69.3%+8.1pp |
| Annual return | 6.70% | 17.50%-10.8pp | 20.47%-13.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $576 | $1,498-61.5% | $2,525-77.2% | $2,281-74.7% |
| Participant deferral / active EE | $2,033 | $2,389-14.9% | $3,458-41.2% | $3,203-36.5% |
| Admin fee / account holder | $3,448 | $2,840+21.4% | $4,138-16.7% | $4,296-19.7% |