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 | $66,822 | $94,625-29.4% | $116,228-42.5% | $84,808-21.2% |
| Participation rate | 79.3% | 70.4%+8.9pp | 74.6%+4.8pp | 68.3%+11.0pp |
| Annual return | 15.35% | 20.40%-5.1pp | 90.06%-74.7pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,925 | $2,347-18.0% | $2,994-35.7% | $2,631-26.8% |
| Participant deferral / active EE | $2,227 | $3,972-43.9% | $4,953-55.0% | $4,212-47.1% |
| Admin fee / account holder | $11,150 | $10,091+10.5% | $11,989-7.0% | $7,344+51.8% |