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 | $66,100 | $76,367-13.4% | $93,606-29.4% | $72,985-9.4% |
| Participation rate | 80.0% | 71.7%+8.3pp | 75.8%+4.2pp | 69.5%+10.5pp |
| Annual return | 19.55% | 25.82%-6.3pp | 32.76%-13.2pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,978 | $2,275-13.0% | $2,718-27.2% | $2,440-18.9% |
| Participant deferral / active EE | $2,943 | $3,538-16.8% | $4,069-27.7% | $3,607-18.4% |
| Admin fee / account holder | $3,957 | $6,838-42.1% | $7,888-49.8% | $5,124-22.8% |