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 | $51,419 | $95,803-46.3% | $113,168-54.6% | $84,808-39.4% |
| Participation rate | 93.6% | 72.9%+20.8pp | 76.6%+17.1pp | 68.3%+25.3pp |
| Annual return | 16.44% | 25.00%-8.6pp | 24.27%-7.8pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,618 | $2,360-31.4% | $2,975-45.6% | $2,631-38.5% |
| Participant deferral / active EE | $3,345 | $4,242-21.2% | $5,107-34.5% | $4,212-20.6% |
| Admin fee / account holder | $8,187 | $8,989-8.9% | $12,068-32.2% | $7,344+11.5% |