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 | $47,125 | $67,606-30.3% | $82,313-42.7% | $70,131-32.8% |
| Participation rate | 92.1% | 72.8%+19.3pp | 76.9%+15.2pp | 69.5%+22.5pp |
| Annual return | 16.18% | 21.57%-5.4pp | 25.88%-9.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,819 | $1,755+3.6% | $2,428-25.1% | $2,342-22.4% |
| Participant deferral / active EE | $2,198 | $2,987-26.4% | $3,706-40.7% | $3,332-34.0% |
| Admin fee / account holder | $4,801 | $4,512+6.4% | $5,608-14.4% | $4,645+3.4% |