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 | $44,029 | $71,050-38.0% | $93,606-53.0% | $80,856-45.5% |
| Participation rate | 87.3% | 60.4%+26.9pp | 68.7%+18.6pp | 67.6%+19.7pp |
| Annual return | 14.41% | 11.26%+3.2pp | 133.20%-118.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,317 | $1,564-15.7% | $2,420-45.6% | $2,755-52.2% |
| Participant deferral / active EE | $2,394 | $4,034-40.7% | $4,411-45.7% | $4,296-44.3% |
| Admin fee / account holder | $6,417 | $6,945-7.6% | $8,285-22.5% | $6,918-7.2% |