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 | $53,538 | $54,762-2.2% | $90,281-40.7% | $72,985-26.6% |
| Participation rate | 79.5% | 65.1%+14.3pp | 73.3%+6.2pp | 69.5%+10.0pp |
| Annual return | 24.81% | 30.63%-5.8pp | 78.10%-53.3pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,512 | $2,092-27.7% | $2,854-47.0% | $2,440-38.0% |
| Participant deferral / active EE | $2,473 | $2,887-14.4% | $3,885-36.4% | $3,607-31.5% |
| Admin fee / account holder | $4,413 | $3,972+11.1% | $5,351-17.5% | $5,124-13.9% |