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 | $50,958 | $86,929-41.4% | $102,423-50.2% | $80,856-37.0% |
| Participation rate | 75.5% | 72.4%+3.1pp | 76.5%-1.0pp | 67.6%+7.9pp |
| Annual return | 11.00% | 18.88%-7.9pp | 29.32%-18.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,498 | $2,369-36.8% | $3,023-50.4% | $2,755-45.6% |
| Participant deferral / active EE | $2,337 | $4,118-43.2% | $5,053-53.7% | $4,296-45.6% |
| Admin fee / account holder | $8,517 | $8,049+5.8% | $9,451-9.9% | $6,918+23.1% |