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 | $47,001 | $52,836-11.0% | $105,738-55.5% | $64,186-26.8% |
| Participation rate | 72.2% | 66.5%+5.7pp | 76.3%-4.1pp | 69.6%+2.7pp |
| Annual return | 8.00% | 14.30%-6.3pp | 6.27%+1.7pp | 7.63%+0.4pp |
| Employer contribution / active EE | $874 | $1,827-52.2% | $3,268-73.3% | $2,381-63.3% |
| Participant deferral / active EE | $2,326 | $2,545-8.6% | $4,080-43.0% | $3,470-33.0% |
| Admin fee / account holder | $8,809 | $3,959+122.5% | $6,913+27.4% | $4,888+80.2% |