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 | $56,052 | $108,825-48.5% | $156,181-64.1% | $82,448-32.0% |
| Participation rate | 88.1% | 72.4%+15.8pp | 78.8%+9.3pp | 68.1%+20.1pp |
| Annual return | 16.81% | 20.59%-3.8pp | 64.87%-48.1pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,160 | $2,870-24.7% | $4,294-49.7% | $2,551-15.3% |
| Participant deferral / active EE | $3,208 | $4,577-29.9% | $6,132-47.7% | $4,139-22.5% |
| Admin fee / account holder | $4,849 | $9,341-48.1% | $14,586-66.8% | $7,234-33.0% |