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 | $51,480 | $67,606-23.9% | $82,313-37.5% | $70,131-26.6% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 16.83% | 21.57%-4.7pp | 25.88%-9.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $639 | $1,755-63.6% | $2,428-73.7% | $2,342-72.7% |
| Participant deferral / active EE | $4,430 | $2,987+48.3% | $3,706+19.5% | $3,332+33.0% |
| Admin fee / account holder | $1,395 | $4,512-69.1% | $5,608-75.1% | $4,645-70.0% |