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 | $70,080 | $95,803-26.8% | $113,168-38.1% | $84,808-17.4% |
| Participation rate | 93.3% | 72.9%+20.5pp | 76.6%+16.8pp | 68.3%+25.0pp |
| Annual return | 17.32% | 25.00%-7.7pp | 24.27%-6.9pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,090 | $2,360-11.4% | $2,975-29.7% | $2,631-20.6% |
| Participant deferral / active EE | $3,891 | $4,242-8.3% | $5,107-23.8% | $4,212-7.6% |
| Admin fee / account holder | $1,957 | $8,989-78.2% | $12,068-83.8% | $7,344-73.3% |