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 | $39,263 | $54,762-28.3% | $90,281-56.5% | $72,985-46.2% |
| Participation rate | 88.9% | 65.1%+23.7pp | 73.3%+15.6pp | 69.5%+19.4pp |
| Annual return | 22.75% | 30.63%-7.9pp | 78.10%-55.4pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,274 | $2,092-39.1% | $2,854-55.4% | $2,440-47.8% |
| Participant deferral / active EE | $2,782 | $2,887-3.6% | $3,885-28.4% | $3,607-22.9% |
| Admin fee / account holder | $4,421 | $3,972+11.3% | $5,351-17.4% | $5,124-13.7% |