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 | $39,776 | $56,277-29.3% | $80,975-50.9% | $62,891-36.8% |
| Participation rate | 91.9% | 69.0%+23.0pp | 75.8%+16.1pp | 69.3%+22.6pp |
| Annual return | 10.43% | 22.12%-11.7pp | 17.10%-6.7pp | 20.14%-9.7pp |
| Employer contribution / active EE | $1,530 | $1,943-21.2% | $3,714-58.8% | $2,281-32.9% |
| Participant deferral / active EE | $3,246 | $4,195-22.6% | $5,696-43.0% | $3,203+1.3% |
| Admin fee / account holder | $2,446 | $3,741-34.6% | $5,516-55.6% | $4,296-43.1% |