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 | $46,535 | $67,606-31.2% | $82,313-43.5% | $70,131-33.6% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.9%+8.4pp | 69.5%+15.8pp |
| Annual return | 13.32% | 21.57%-8.2pp | 25.88%-12.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $842 | $1,755-52.0% | $2,428-65.3% | $2,342-64.0% |
| Participant deferral / active EE | $2,630 | $2,987-11.9% | $3,706-29.0% | $3,332-21.1% |
| Admin fee / account holder | $2,982 | $4,512-33.9% | $5,608-46.8% | $4,645-35.8% |