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 | $59,544 | $73,787-19.3% | $98,716-39.7% | $82,448-27.8% |
| Participation rate | 78.3% | 61.4%+16.9pp | 69.3%+9.0pp | 68.1%+10.3pp |
| Annual return | 18.87% | 18.57%+0.3pp | 31.81%-12.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,331 | $1,511+54.2% | $2,279+2.3% | $2,551-8.6% |
| Participant deferral / active EE | $3,315 | $3,081+7.6% | $4,048-18.1% | $4,139-19.9% |
| Admin fee / account holder | $4,067 | $6,500-37.4% | $8,703-53.3% | $7,234-43.8% |