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 | $39,853 | $65,703-39.3% | $94,224-57.7% | $59,632-33.2% |
| Participation rate | 78.5% | 72.1%+6.4pp | 78.8%-0.3pp | 68.7%+9.8pp |
| Annual return | 2.24% | 5.22%-3.0pp | 10.68%-8.4pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $3,637 | $2,021+80.0% | $3,587+1.4% | $2,203+65.1% |
| Participant deferral / active EE | $1,808 | $3,143-42.5% | $4,320-58.1% | $3,192-43.3% |
| Admin fee / account holder | $1,590 | $4,264-62.7% | $6,269-74.6% | $4,297-63.0% |