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 | $53,438 | $76,552-30.2% | $123,892-56.9% | $62,891-15.0% |
| Participation rate | 97.3% | 73.0%+24.4pp | 81.4%+15.9pp | 69.3%+28.0pp |
| Annual return | 6.89% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,884 | $2,883-34.6% | $4,617-59.2% | $2,281-17.4% |
| Participant deferral / active EE | $3,572 | $4,840-26.2% | $5,984-40.3% | $3,203+11.5% |
| Admin fee / account holder | $11,863 | $4,826+145.8% | $8,357+42.0% | $4,296+176.2% |