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 | $47,636 | $56,897-16.3% | $84,750-43.8% | $62,891-24.3% |
| Participation rate | 87.3% | 68.5%+18.7pp | 76.6%+10.7pp | 69.3%+18.0pp |
| Annual return | 7.36% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,487 | $2,400-38.0% | $3,574-58.4% | $2,281-34.8% |
| Participant deferral / active EE | $3,375 | $2,709+24.6% | $3,712-9.1% | $3,203+5.4% |
| Admin fee / account holder | $2,475 | $3,581-30.9% | $5,332-53.6% | $4,296-42.4% |