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 | $49,336 | $53,018-6.9% | $70,014-29.5% | $62,891-21.6% |
| Participation rate | 88.0% | 67.2%+20.8pp | 71.8%+16.2pp | 69.3%+18.7pp |
| Annual return | 8.80% | 13.35%-4.6pp | 12.99%-4.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $814 | $1,799-54.7% | $2,338-65.2% | $2,281-64.3% |
| Participant deferral / active EE | $3,197 | $2,395+33.5% | $2,931+9.1% | $3,203-0.2% |
| Admin fee / account holder | $7,775 | $3,690+110.7% | $4,380+77.5% | $4,296+81.0% |