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 | $46,860 | $49,025-4.4% | $87,507-46.5% | $62,891-25.5% |
| Participation rate | 84.6% | 64.9%+19.7pp | 73.8%+10.8pp | 69.3%+15.3pp |
| Annual return | 5.89% | 10.02%-4.1pp | 12.21%-6.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,709 | $1,372+24.6% | $2,550-33.0% | $2,281-25.1% |
| Participant deferral / active EE | $3,158 | $2,289+37.9% | $3,149+0.3% | $3,203-1.4% |
| Admin fee / account holder | $6,004 | $4,065+47.7% | $4,221+42.2% | $4,296+39.8% |