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 | $55,964 | $67,606-17.2% | $82,313-32.0% | $70,131-20.2% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 14.03% | 21.57%-7.5pp | 25.88%-11.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,650 | $1,755-5.9% | $2,428-32.0% | $2,342-29.5% |
| Participant deferral / active EE | $2,173 | $2,987-27.2% | $3,706-41.4% | $3,332-34.8% |
| Admin fee / account holder | $14,259 | $4,512+216.0% | $5,608+154.3% | $4,645+207.0% |