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 | $42,879 | $95,803-55.2% | $113,168-62.1% | $84,808-49.4% |
| Participation rate | 84.3% | 72.9%+11.4pp | 76.6%+7.7pp | 68.3%+16.0pp |
| Annual return | 15.27% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,356 | $2,360-42.6% | $2,975-54.4% | $2,631-48.5% |
| Participant deferral / active EE | $3,445 | $4,242-18.8% | $5,107-32.5% | $4,212-18.2% |
| Admin fee / account holder | $4,629 | $8,989-48.5% | $12,068-61.6% | $7,344-37.0% |