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 | $47,634 | $92,222-48.3% | $76,768-38.0% | $135,375-64.8% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | 7.96% | 5.46%+2.5pp | 2.43%+5.5pp | 519.73%-511.8pp |
| Employer contribution / active EE | $1,293 | $3,216-59.8% | $2,485-48.0% | $4,779-72.9% |
| Participant deferral / active EE | $4,372 | $4,509-3.0% | $3,852+13.5% | $5,609-22.1% |
| Admin fee / account holder | $3,044 | $10,748-71.7% | $6,675-54.4% | $10,827-71.9% |