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 | $43,192 | $73,981-41.6% | $105,722-59.1% | $62,891-31.3% |
| Participation rate | 83.3% | 71.7%+11.6pp | 78.9%+4.4pp | 69.3%+14.0pp |
| Annual return | 6.55% | 17.60%-11.0pp | 12.25%-5.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,683 | $2,856-41.1% | $4,079-58.7% | $2,281-26.2% |
| Participant deferral / active EE | $2,948 | $4,038-27.0% | $5,326-44.6% | $3,203-8.0% |
| Admin fee / account holder | $623 | $5,976-89.6% | $8,308-92.5% | $4,296-85.5% |