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 | $56,640 | $95,803-40.9% | $113,168-50.0% | $84,808-33.2% |
| Participation rate | 95.3% | 72.9%+22.5pp | 76.6%+18.8pp | 68.3%+27.0pp |
| Annual return | 17.43% | 25.00%-7.6pp | 24.27%-6.8pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,676 | $2,360+13.4% | $2,975-10.1% | $2,631+1.7% |
| Participant deferral / active EE | $3,293 | $4,242-22.4% | $5,107-35.5% | $4,212-21.8% |
| Admin fee / account holder | $3,663 | $8,989-59.3% | $12,068-69.6% | $7,344-50.1% |