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 | $37,973 | $96,557-60.7% | $80,975-53.1% | $273,961-86.1% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 6.02% | 15.14%-9.1pp | 17.10%-11.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,003 | $4,868-58.9% | $3,714-46.1% | $4,869-58.9% |
| Participant deferral / active EE | $3,777 | $6,598-42.7% | $5,696-33.7% | $5,287-28.6% |
| Admin fee / account holder | $13,927 | $7,492+85.9% | $5,516+152.5% | $10,132+37.5% |