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 | $52,599 | $87,733-40.0% | $106,548-50.6% | $85,850-38.7% |
| Participation rate | 91.4% | 71.9%+19.5pp | 76.1%+15.3pp | 69.3%+22.1pp |
| Annual return | 14.15% | 21.86%-7.7pp | 26.80%-12.7pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,559 | $2,073-24.8% | $2,819-44.7% | $2,565-39.2% |
| Participant deferral / active EE | $3,881 | $3,469+11.9% | $4,398-11.7% | $3,952-1.8% |
| Admin fee / account holder | $8,395 | $6,767+24.0% | $7,407+13.3% | $6,260+34.1% |