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 | $47,782 | $88,707-46.1% | $74,183-35.6% | $273,961-82.6% |
| Participation rate | 86.4% | 79.4%+6.9pp | 76.6%+9.7pp | 83.0%+3.3pp |
| Annual return | 6.73% | 11.94%-5.2pp | 17.74%-11.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $4,869 | $3,159+54.1% | $2,370+105.4% | $4,8690% |
| Participant deferral / active EE | $1,724 | $4,212-59.1% | $3,550-51.4% | $5,287-67.4% |
| Admin fee / account holder | $335 | $8,717-96.2% | $5,586-94.0% | $10,132-96.7% |