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 | $43,580 | $58,828-25.9% | $77,999-44.1% | $62,891-30.7% |
| Participation rate | 88.6% | 71.1%+17.6pp | 75.5%+13.1pp | 69.3%+19.3pp |
| Annual return | 6.88% | 17.16%-10.3pp | 425.96%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,103 | $1,672-34.0% | $2,470-55.4% | $2,281-51.7% |
| Participant deferral / active EE | $1,532 | $2,686-42.9% | $3,497-56.2% | $3,203-52.2% |
| Admin fee / account holder | $5,607 | $4,393+27.6% | $5,480+2.3% | $4,296+30.5% |