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 | $81,854 | $109,413-25.2% | $156,263-47.6% | $84,808-3.5% |
| Participation rate | 97.1% | 72.7%+24.5pp | 78.9%+18.2pp | 68.3%+28.8pp |
| Annual return | 16.71% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,159 | $2,907-25.7% | $4,333-50.2% | $2,631-18.0% |
| Participant deferral / active EE | $4,232 | $4,590-7.8% | $6,158-31.3% | $4,212+0.5% |
| Admin fee / account holder | $1,428 | $9,357-84.7% | $14,255-90.0% | $7,344-80.5% |