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 | $60,439 | $95,803-36.9% | $113,168-46.6% | $84,808-28.7% |
| Participation rate | 87.1% | 72.9%+14.2pp | 76.6%+10.5pp | 68.3%+18.8pp |
| Annual return | 17.28% | 25.00%-7.7pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,943 | $2,360-17.7% | $2,975-34.7% | $2,631-26.2% |
| Participant deferral / active EE | $3,551 | $4,242-16.3% | $5,107-30.5% | $4,212-15.7% |
| Admin fee / account holder | $2,156 | $8,989-76.0% | $12,068-82.1% | $7,344-70.6% |