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 | $45,065 | $95,453-52.8% | $112,040-59.8% | $82,448-45.3% |
| Participation rate | 82.4% | 72.8%+9.7pp | 76.5%+5.9pp | 68.1%+14.3pp |
| Annual return | 16.06% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,253 | $2,318-45.9% | $2,954-57.6% | $2,551-50.9% |
| Participant deferral / active EE | $2,993 | $4,224-29.1% | $5,098-41.3% | $4,139-27.7% |
| Admin fee / account holder | $28,278 | $9,013+213.7% | $12,098+133.7% | $7,234+290.9% |