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 | $44,751 | $69,518-35.6% | $59,878-25.3% | $135,375-66.9% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.7%+15.3pp | 82.6%+7.4pp |
| Annual return | -0.07% | 7.94%-8.0pp | 3.46%-3.5pp | 519.73%-519.8pp |
| Employer contribution / active EE | $3,798 | $3,235+17.4% | $2,722+39.5% | $4,779-20.5% |
| Participant deferral / active EE | $886 | $4,206-78.9% | $3,402-74.0% | $5,609-84.2% |
| Admin fee / account holder | $4,116 | $5,734-28.2% | $3,590+14.6% | $10,827-62.0% |