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 | $43,363 | $49,227-11.9% | $70,449-38.4% | $79,858-45.7% |
| Participation rate | 80.8% | 69.2%+11.6pp | 75.1%+5.7pp | 69.6%+11.1pp |
| Annual return | 14.00% | 30.06%-16.1pp | 109.03%-95.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,508 | $2,099+19.5% | $2,737-8.3% | $2,471+1.5% |
| Participant deferral / active EE | $4,681 | $2,768+69.1% | $3,709+26.2% | $3,740+25.2% |
| Admin fee / account holder | $2,618 | $2,878-9.0% | $3,845-31.9% | $5,306-50.7% |