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 | $46,984 | $51,708-9.1% | $106,619-55.9% | $62,891-25.3% |
| Participation rate | 77.1% | 66.9%+10.3pp | 78.0%-0.9pp | 69.3%+7.8pp |
| Annual return | 7.06% | 4.69%+2.4pp | 9.42%-2.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,283 | $2,315+41.8% | $3,930-16.5% | $3,203+2.5% |
| Admin fee / account holder | $1,804 | $3,349-46.1% | $6,418-71.9% | $4,296-58.0% |