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 | $46,374 | $60,349-23.2% | $74,183-37.5% | $62,891-26.3% |
| Participation rate | 82.0% | 72.7%+9.3pp | 76.6%+5.4pp | 69.3%+12.7pp |
| Annual return | 5.07% | 21.37%-16.3pp | 17.74%-12.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $650 | $1,680-61.3% | $2,370-72.6% | $2,281-71.5% |
| Participant deferral / active EE | $1,585 | $2,856-44.5% | $3,550-55.4% | $3,203-50.5% |
| Admin fee / account holder | $5,622 | $4,261+31.9% | $5,586+0.6% | $4,296+30.9% |