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 | $43,702 | $70,002-37.6% | $115,037-62.0% | $52,331-16.5% |
| Participation rate | 92.5% | 72.1%+20.4pp | 81.4%+11.2pp | 68.1%+24.4pp |
| Annual return | 5.70% | 4.04%+1.7pp | 26.14%-20.4pp | 4.54%+1.2pp |
| Employer contribution / active EE | $1,866 | $2,715-31.3% | $4,608-59.5% | $1,882-0.8% |
| Participant deferral / active EE | $4,451 | $4,920-9.5% | $6,026-26.1% | $3,022+47.3% |
| Admin fee / account holder | $1,037 | $566+83.2% | $8,175-87.3% | $592+75.3% |