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 | $33,400 | $48,076-30.5% | $78,689-57.6% | $62,891-46.9% |
| Participation rate | 84.5% | 65.2%+19.3pp | 73.6%+10.9pp | 69.3%+15.2pp |
| Annual return | 5.29% | 31.35%-26.1pp | 62.18%-56.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,017 | $2,015-49.5% | $2,851-64.3% | $2,281-55.4% |
| Participant deferral / active EE | $3,627 | $2,588+40.2% | $3,517+3.1% | $3,203+13.2% |
| Admin fee / account holder | $1,285 | $3,207-59.9% | $4,510-71.5% | $4,296-70.1% |