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 | $64,740 | $95,803-32.4% | $113,168-42.8% | $84,808-23.7% |
| Participation rate | 83.0% | 72.9%+10.1pp | 76.6%+6.4pp | 68.3%+14.7pp |
| Annual return | 14.11% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,320 | $2,360-44.1% | $2,975-55.6% | $2,631-49.8% |
| Participant deferral / active EE | $2,278 | $4,242-46.3% | $5,107-55.4% | $4,212-45.9% |
| Admin fee / account holder | $8,098 | $8,989-9.9% | $12,068-32.9% | $7,344+10.3% |