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 | $35,862 | $53,018-32.4% | $70,014-48.8% | $62,891-43.0% |
| Participation rate | 80.6% | 67.2%+13.4pp | 71.8%+8.7pp | 69.3%+11.2pp |
| Annual return | 6.01% | 13.35%-7.3pp | 12.99%-7.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,711 | $1,799-4.9% | $2,338-26.8% | $2,281-25.0% |
| Participant deferral / active EE | $1,884 | $2,395-21.3% | $2,931-35.7% | $3,203-41.2% |
| Admin fee / account holder | $3,080 | $3,690-16.5% | $4,380-29.7% | $4,296-28.3% |