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 | $62,988 | $95,803-34.3% | $113,168-44.3% | $84,808-25.7% |
| Participation rate | 85.7% | 72.9%+12.8pp | 76.6%+9.1pp | 68.3%+17.4pp |
| Annual return | 15.33% | 25.00%-9.7pp | 24.27%-8.9pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,972 | $2,360-16.4% | $2,975-33.7% | $2,631-25.0% |
| Participant deferral / active EE | $3,309 | $4,242-22.0% | $5,107-35.2% | $4,212-21.4% |
| Admin fee / account holder | $6,538 | $8,989-27.3% | $12,068-45.8% | $7,344-11.0% |