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 | $45,731 | $76,367-40.1% | $93,606-51.1% | $72,985-37.3% |
| Participation rate | 90.0% | 71.7%+18.3pp | 75.8%+14.2pp | 69.5%+20.5pp |
| Annual return | 18.39% | 25.82%-7.4pp | 32.76%-14.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $2,255 | $2,275-0.9% | $2,718-17.0% | $2,440-7.6% |
| Participant deferral / active EE | $5,381 | $3,538+52.1% | $4,069+32.3% | $3,607+49.2% |
| Admin fee / account holder | $2,891 | $6,838-57.7% | $7,888-63.4% | $5,124-43.6% |