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 | $44,032 | $42,894+2.7% | $60,874-27.7% | $68,494-35.7% |
| Participation rate | 98.2% | 66.8%+31.5pp | 73.1%+25.1pp | 67.9%+30.4pp |
| Annual return | 5.64% | -13.98%+19.6pp | 16.90%-11.3pp | -7.84%+13.5pp |
| Employer contribution / active EE | $1,813 | $1,978-8.3% | $2,701-32.9% | $2,596-30.2% |
| Participant deferral / active EE | $4,865 | $2,867+69.7% | $3,817+27.5% | $4,027+20.8% |
| Admin fee / account holder | $3,877 | $3,101+25.0% | $3,224+20.2% | $5,403-28.2% |