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 | $48,806 | $58,512-16.6% | $84,015-41.9% | $72,985-33.1% |
| Participation rate | 83.9% | 61.2%+22.6pp | 69.0%+14.9pp | 69.5%+14.4pp |
| Annual return | 25.76% | 28.93%-3.2pp | 71.31%-45.5pp | 81.00%-55.2pp |
| Employer contribution / active EE | $1,753 | $1,163+50.7% | $1,983-11.6% | $2,440-28.1% |
| Participant deferral / active EE | $2,936 | $2,394+22.7% | $3,239-9.3% | $3,607-18.6% |
| Admin fee / account holder | $3,007 | $4,569-34.2% | $6,101-50.7% | $5,124-41.3% |