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 | $52,719 | $60,349-12.6% | $74,183-28.9% | $62,891-16.2% |
| Participation rate | 86.4% | 72.7%+13.6pp | 76.6%+9.7pp | 69.3%+17.1pp |
| Annual return | 8.28% | 21.37%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,234 | $1,680-26.5% | $2,370-47.9% | $2,281-45.9% |
| Participant deferral / active EE | $2,669 | $2,856-6.6% | $3,550-24.8% | $3,203-16.7% |
| Admin fee / account holder | $1,344 | $4,261-68.5% | $5,586-75.9% | $4,296-68.7% |