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 | $57,559 | $87,013-33.8% | $106,213-45.8% | $80,856-28.8% |
| Participation rate | 83.3% | 70.4%+12.9pp | 75.3%+8.1pp | 67.6%+15.7pp |
| Annual return | 11.71% | 17.05%-5.3pp | 116.14%-104.4pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,604 | $2,395+8.7% | $3,171-17.9% | $2,755-5.5% |
| Participant deferral / active EE | $2,792 | $3,986-29.9% | $5,016-44.3% | $4,296-35.0% |
| Admin fee / account holder | $3,607 | $8,431-57.2% | $11,033-67.3% | $6,918-47.9% |