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 | $45,558 | $83,477-45.4% | $125,175-63.6% | $72,985-37.6% |
| Participation rate | 80.3% | 73.3%+7.0pp | 79.8%+0.5pp | 69.5%+10.8pp |
| Annual return | 25.74% | 25.78%0pp | 43.79%-18.1pp | 81.00%-55.3pp |
| Employer contribution / active EE | $1,765 | $2,345-24.7% | $3,865-54.3% | $2,440-27.6% |
| Participant deferral / active EE | $3,291 | $3,585-8.2% | $4,937-33.3% | $3,607-8.8% |
| Admin fee / account holder | $2,722 | $5,517-50.7% | $9,702-71.9% | $5,124-46.9% |