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 4-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 | $46,917 | $81,460-42.4% | $103,333-54.6% | $80,856-42.0% |
| Participation rate | 83.6% | 66.8%+16.8pp | 74.5%+9.1pp | 67.6%+16.0pp |
| Annual return | 12.35% | 25.55%-13.2pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,207 | $3,105-28.9% | $3,868-42.9% | $2,755-19.9% |
| Participant deferral / active EE | $3,859 | $3,869-0.2% | $5,057-23.7% | $4,296-10.2% |
| Admin fee / account holder | $6,155 | $6,566-6.3% | $8,355-26.3% | $6,918-11.0% |