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 | $39,554 | $74,927-47.2% | $101,794-61.1% | $84,808-53.4% |
| Participation rate | 83.6% | 61.4%+22.2pp | 69.2%+14.5pp | 68.3%+15.3pp |
| Annual return | 18.19% | 18.70%-0.5pp | 30.53%-12.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,810 | $1,522+18.9% | $2,289-20.9% | $2,631-31.2% |
| Participant deferral / active EE | $4,905 | $3,099+58.3% | $4,084+20.1% | $4,212+16.5% |
| Admin fee / account holder | $2,596 | $6,514-60.1% | $8,777-70.4% | $7,344-64.6% |