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 | $42,114 | $76,552-45.0% | $123,892-66.0% | $62,891-33.0% |
| Participation rate | 91.7% | 73.0%+18.7pp | 81.4%+10.3pp | 69.3%+22.4pp |
| Annual return | 8.00% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,327 | $2,883-54.0% | $4,617-71.3% | $2,281-41.8% |
| Participant deferral / active EE | $7,834 | $4,840+61.9% | $5,984+30.9% | $3,203+144.6% |
| Admin fee / account holder | $15,105 | $4,826+213.0% | $8,357+80.7% | $4,296+251.6% |