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 | $44,829 | $76,367-41.3% | $93,606-52.1% | $72,985-38.6% |
| Participation rate | 95.4% | 71.7%+23.6pp | 75.8%+19.6pp | 69.5%+25.9pp |
| Annual return | 22.76% | 25.82%-3.1pp | 32.76%-10.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,875 | $2,275-17.6% | $2,718-31.0% | $2,440-23.1% |
| Participant deferral / active EE | $2,456 | $3,538-30.6% | $4,069-39.6% | $3,607-31.9% |
| Admin fee / account holder | $2,101 | $6,838-69.3% | $7,888-73.4% | $5,124-59.0% |