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 | $50,676 | $68,547-26.1% | $120,354-57.9% | $80,856-37.3% |
| Participation rate | 70.3% | 61.6%+8.7pp | 71.9%-1.6pp | 67.6%+2.6pp |
| Annual return | 22.56% | 23.60%-1.0pp | 107.15%-84.6pp | 35.59%-13.0pp |
| Employer contribution / active EE | $1,527 | $2,051-25.6% | $3,463-55.9% | $2,755-44.6% |
| Participant deferral / active EE | $2,796 | $3,173-11.9% | $4,991-44.0% | $4,296-34.9% |
| Admin fee / account holder | $1,571 | $5,732-72.6% | $9,423-83.3% | $6,918-77.3% |