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 | $45,263 | $77,503-41.6% | $100,391-54.9% | $80,856-44.0% |
| Participation rate | 83.8% | 76.9%+6.9pp | 81.5%+2.3pp | 67.6%+16.2pp |
| Annual return | 12.68% | 37.20%-24.5pp | 49.20%-36.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,459 | $2,801-47.9% | $3,942-63.0% | $2,755-47.0% |
| Participant deferral / active EE | $3,538 | $6,820-48.1% | $8,082-56.2% | $4,296-17.6% |
| Admin fee / account holder | $14,448 | $5,897+145.0% | $7,899+82.9% | $6,918+108.8% |