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 | $35,694 | $74,927-52.4% | $101,794-64.9% | $84,808-57.9% |
| Participation rate | 92.3% | 61.4%+30.9pp | 69.2%+23.1pp | 68.3%+24.0pp |
| Annual return | 15.66% | 18.70%-3.0pp | 30.53%-14.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,861 | $1,522+22.3% | $2,289-18.7% | $2,631-29.2% |
| Participant deferral / active EE | $3,385 | $3,099+9.2% | $4,084-17.1% | $4,212-19.6% |
| Admin fee / account holder | $4,346 | $6,514-33.3% | $8,777-50.5% | $7,344-40.8% |