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 | $43,349 | $55,706-22.2% | $75,886-42.9% | $72,985-40.6% |
| Participation rate | 75.3% | 61.1%+14.1pp | 69.3%+6.0pp | 69.5%+5.8pp |
| Annual return | 20.50% | 27.59%-7.1pp | 30.76%-10.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,569 | $1,687-7.0% | $2,500-37.3% | $2,440-35.7% |
| Participant deferral / active EE | $2,242 | $2,634-14.9% | $3,603-37.8% | $3,607-37.9% |
| Admin fee / account holder | $7,001 | $3,978+76.0% | $5,418+29.2% | $5,124+36.6% |