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 | $46,069 | $63,764-27.8% | $81,930-43.8% | $79,858-42.3% |
| Participation rate | 90.6% | 67.5%+23.1pp | 72.0%+18.6pp | 69.6%+21.0pp |
| Annual return | 14.42% | 22.66%-8.2pp | 29.49%-15.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,199 | $1,795-33.2% | $4,310-72.2% | $2,471-51.5% |
| Participant deferral / active EE | $2,059 | $2,780-26.0% | $7,107-71.0% | $3,740-45.0% |
| Admin fee / account holder | $663 | $4,426-85.0% | $5,158-87.1% | $5,306-87.5% |