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 | $61,533 | $68,719-10.5% | $91,541-32.8% | $84,808-27.4% |
| Participation rate | 72.0% | 64.5%+7.5pp | 69.8%+2.2pp | 68.3%+3.7pp |
| Annual return | 15.06% | 19.12%-4.1pp | 20.50%-5.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,162 | $1,920-39.4% | $2,505-53.6% | $2,631-55.8% |
| Participant deferral / active EE | $1,403 | $3,136-55.2% | $4,008-65.0% | $4,212-66.7% |
| Admin fee / account holder | $8,126 | $5,786+40.4% | $6,956+16.8% | $7,344+10.6% |