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 | $47,022 | $45,073+4.3% | $69,455-32.3% | $72,985-35.6% |
| Participation rate | 95.8% | 68.5%+27.3pp | 74.6%+21.2pp | 69.5%+26.3pp |
| Annual return | 18.74% | 22.65%-3.9pp | 28.97%-10.2pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,348 | $2,054-34.4% | $2,779-51.5% | $2,440-44.7% |
| Participant deferral / active EE | $2,083 | $2,602-19.9% | $3,535-41.1% | $3,607-42.3% |
| Admin fee / account holder | $3,682 | $3,056+20.5% | $3,839-4.1% | $5,124-28.1% |