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 | $54,829 | $57,541-4.7% | $95,745-42.7% | $75,163-27.1% |
| Participation rate | 88.9% | 62.5%+26.4pp | 72.3%+16.6pp | 67.2%+21.7pp |
| Annual return | 16.85% | 34.93%-18.1pp | 28.35%-11.5pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,614 | $1,808-10.7% | $2,835-43.0% | $2,670-39.5% |
| Participant deferral / active EE | $3,961 | $3,074+28.9% | $4,245-6.7% | $4,125-4.0% |
| Admin fee / account holder | $2,491 | $4,099-39.2% | $5,678-56.1% | $5,651-55.9% |