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 | $59,961 | $94,031-36.2% | $115,768-48.2% | $82,448-27.3% |
| Participation rate | 92.9% | 70.4%+22.4pp | 74.4%+18.5pp | 68.1%+24.8pp |
| Annual return | 15.38% | 20.61%-5.2pp | 100.46%-85.1pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,411 | $2,323+3.8% | $2,940-18.0% | $2,551-5.5% |
| Participant deferral / active EE | $1,708 | $3,972-57.0% | $4,917-65.3% | $4,139-58.7% |
| Admin fee / account holder | $3,810 | $10,249-62.8% | $12,439-69.4% | $7,234-47.3% |