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 | $47,663 | $86,929-45.2% | $102,423-53.5% | $80,856-41.1% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.6pp | 67.6%+29.4pp |
| Annual return | 11.09% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,057 | $2,369+29.0% | $3,023+1.1% | $2,755+11.0% |
| Participant deferral / active EE | $6,266 | $4,118+52.1% | $5,053+24.0% | $4,296+45.9% |
| Admin fee / account holder | $6,602 | $8,049-18.0% | $9,451-30.1% | $6,918-4.6% |