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 | $54,958 | $88,707-38.0% | $74,183-25.9% | $273,961-79.9% |
| Participation rate | 88.2% | 79.4%+8.8pp | 76.6%+11.6pp | 83.0%+5.2pp |
| Annual return | 8.06% | 11.94%-3.9pp | 17.74%-9.7pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,072 | $3,159-66.1% | $2,370-54.8% | $4,869-78.0% |
| Participant deferral / active EE | $1,616 | $4,212-61.6% | $3,550-54.5% | $5,287-69.4% |
| Admin fee / account holder | $2,383 | $8,717-72.7% | $5,586-57.3% | $10,132-76.5% |