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 | $43,579 | $48,076-9.4% | $78,689-44.6% | $62,891-30.7% |
| Participation rate | 87.1% | 65.2%+21.9pp | 73.6%+13.5pp | 69.3%+17.8pp |
| Annual return | 8.35% | 31.35%-23.0pp | 62.18%-53.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $835 | $2,015-58.5% | $2,851-70.7% | $2,281-63.4% |
| Participant deferral / active EE | $2,014 | $2,588-22.2% | $3,517-42.7% | $3,203-37.1% |
| Admin fee / account holder | $3,494 | $3,207+8.9% | $4,510-22.5% | $4,296-18.7% |