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 | $39,276 | $56,897-31.0% | $84,750-53.7% | $62,891-37.5% |
| Participation rate | 84.5% | 68.5%+15.9pp | 76.6%+7.9pp | 69.3%+15.2pp |
| Annual return | 7.33% | 6.30%+1.0pp | 22.78%-15.5pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,881 | $2,400-21.6% | $3,574-47.4% | $2,281-17.5% |
| Participant deferral / active EE | $3,682 | $2,709+35.9% | $3,712-0.8% | $3,203+14.9% |
| Admin fee / account holder | $2,117 | $3,581-40.9% | $5,332-60.3% | $4,296-50.7% |