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 | $63,662 | $95,803-33.5% | $113,168-43.7% | $84,808-24.9% |
| Participation rate | 89.0% | 72.9%+16.2pp | 76.6%+12.5pp | 68.3%+20.7pp |
| Annual return | 16.79% | 25.00%-8.2pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,183 | $2,360-7.5% | $2,975-26.6% | $2,631-17.0% |
| Participant deferral / active EE | $4,498 | $4,242+6.0% | $5,107-11.9% | $4,212+6.8% |
| Admin fee / account holder | $6,501 | $8,989-27.7% | $12,068-46.1% | $7,344-11.5% |