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 | $58,415 | $59,839-2.4% | $81,983-28.7% | $79,858-26.9% |
| Participation rate | 77.4% | 61.6%+15.8pp | 69.2%+8.2pp | 69.6%+7.8pp |
| Annual return | 14.35% | 17.56%-3.2pp | 41.31%-27.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,544 | $1,713-9.9% | $2,498-38.2% | $2,471-37.5% |
| Participant deferral / active EE | $3,541 | $2,695+31.4% | $3,722-4.9% | $3,740-5.3% |
| Admin fee / account holder | $6,659 | $4,287+55.3% | $5,664+17.6% | $5,306+25.5% |