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 | $35,883 | $83,477-57.0% | $125,175-71.3% | $72,985-50.8% |
| Participation rate | 88.2% | 73.3%+14.9pp | 79.8%+8.5pp | 69.5%+18.7pp |
| Annual return | 17.17% | 25.78%-8.6pp | 43.79%-26.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,110 | $2,345-52.7% | $3,865-71.3% | $2,440-54.5% |
| Participant deferral / active EE | $2,447 | $3,585-31.7% | $4,937-50.4% | $3,607-32.2% |
| Admin fee / account holder | $5,120 | $5,517-7.2% | $9,702-47.2% | $5,124-0.1% |