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 | $70,312 | $86,929-19.1% | $102,423-31.4% | $80,856-13.0% |
| Participation rate | 93.9% | 72.4%+21.6pp | 76.5%+17.4pp | 67.6%+26.3pp |
| Annual return | 13.78% | 18.88%-5.1pp | 29.32%-15.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,630 | $2,369-31.2% | $3,023-46.1% | $2,755-40.8% |
| Participant deferral / active EE | $3,480 | $4,118-15.5% | $5,053-31.1% | $4,296-19.0% |
| Admin fee / account holder | $10,802 | $8,049+34.2% | $9,451+14.3% | $6,918+56.1% |