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 | $55,107 | $95,803-42.5% | $113,168-51.3% | $84,808-35.0% |
| Participation rate | 81.6% | 72.9%+8.8pp | 76.6%+5.1pp | 68.3%+13.3pp |
| Annual return | 12.74% | 25.00%-12.3pp | 24.27%-11.5pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,038 | $2,360-13.6% | $2,975-31.5% | $2,631-22.5% |
| Participant deferral / active EE | $3,363 | $4,242-20.7% | $5,107-34.2% | $4,212-20.2% |
| Admin fee / account holder | $4,959 | $8,989-44.8% | $12,068-58.9% | $7,344-32.5% |