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 | $47,980 | $54,541-12.0% | $78,778-39.1% | $70,131-31.6% |
| Participation rate | 73.6% | 60.8%+12.8pp | 69.2%+4.4pp | 69.5%+4.0pp |
| Annual return | 13.79% | 21.07%-7.3pp | 35.62%-21.8pp | 73.14%-59.3pp |
| Employer contribution / active EE | $728 | $1,089-33.1% | $1,986-63.3% | $2,342-68.9% |
| Participant deferral / active EE | $3,389 | $2,210+53.3% | $2,958+14.6% | $3,332+1.7% |
| Admin fee / account holder | $3,653 | $3,709-1.5% | $5,134-28.8% | $4,645-21.4% |