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 | $51,316 | $95,803-46.4% | $113,168-54.7% | $84,808-39.5% |
| Participation rate | 88.0% | 72.9%+15.1pp | 76.6%+11.4pp | 68.3%+19.7pp |
| Annual return | 12.29% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,061 | $2,360-12.7% | $2,975-30.7% | $2,631-21.7% |
| Participant deferral / active EE | $9,318 | $4,242+119.7% | $5,107+82.5% | $4,212+121.2% |
| Admin fee / account holder | $8,439 | $8,989-6.1% | $12,068-30.1% | $7,344+14.9% |