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 | $56,353 | $109,413-48.5% | $156,263-63.9% | $84,808-33.6% |
| Participation rate | 90.3% | 72.7%+17.6pp | 78.9%+11.4pp | 68.3%+22.0pp |
| Annual return | 16.52% | 20.18%-3.7pp | 59.47%-43.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,195 | $2,907+9.9% | $4,333-26.3% | $2,631+21.4% |
| Participant deferral / active EE | $3,848 | $4,590-16.2% | $6,158-37.5% | $4,212-8.6% |
| Admin fee / account holder | $3,722 | $9,357-60.2% | $14,255-73.9% | $7,344-49.3% |