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 | $45,590 | $81,460-44.0% | $103,333-55.9% | $80,856-43.6% |
| Participation rate | 91.5% | 66.8%+24.6pp | 74.5%+17.0pp | 67.6%+23.9pp |
| Annual return | 13.32% | 25.55%-12.2pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,683 | $3,105-13.6% | $3,868-30.6% | $2,755-2.6% |
| Participant deferral / active EE | $6,271 | $3,869+62.1% | $5,057+24.0% | $4,296+46.0% |
| Admin fee / account holder | $2,200 | $6,566-66.5% | $8,355-73.7% | $6,918-68.2% |