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 | $48,586 | $64,480-24.6% | $81,382-40.3% | $80,856-39.9% |
| Participation rate | 85.5% | 63.9%+21.6pp | 69.5%+16.0pp | 67.6%+17.8pp |
| Annual return | 13.00% | 16.34%-3.3pp | 24.73%-11.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,779 | $1,978-10.1% | $2,463-27.8% | $2,755-35.4% |
| Participant deferral / active EE | $3,140 | $3,094+1.5% | $3,883-19.1% | $4,296-26.9% |
| Admin fee / account holder | $5,483 | $5,671-3.3% | $5,768-5.0% | $6,918-20.7% |