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 | $42,264 | $56,897-25.7% | $84,750-50.1% | $62,891-32.8% |
| Participation rate | 72.9% | 68.5%+4.3pp | 76.6%-3.7pp | 69.3%+3.6pp |
| Annual return | 6.40% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,580 | $2,400-34.2% | $3,574-55.8% | $2,281-30.7% |
| Participant deferral / active EE | $4,389 | $2,709+62.0% | $3,712+18.2% | $3,203+37.0% |
| Admin fee / account holder | $5,753 | $3,581+60.7% | $5,332+7.9% | $4,296+33.9% |