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 | $61,997 | $74,927-17.3% | $101,794-39.1% | $84,808-26.9% |
| Participation rate | 85.3% | 61.4%+23.9pp | 69.2%+16.1pp | 68.3%+17.0pp |
| Annual return | 18.76% | 18.70%+0.1pp | 30.53%-11.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $725 | $1,522-52.4% | $2,289-68.3% | $2,631-72.4% |
| Participant deferral / active EE | $3,113 | $3,099+0.5% | $4,084-23.8% | $4,212-26.1% |
| Admin fee / account holder | $2,782 | $6,514-57.3% | $8,777-68.3% | $7,344-62.1% |