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 | $48,416 | $54,762-11.6% | $90,281-46.4% | $72,985-33.7% |
| Participation rate | 71.4% | 65.1%+6.3pp | 73.3%-1.8pp | 69.5%+1.9pp |
| Annual return | 29.74% | 30.63%-0.9pp | 78.10%-48.4pp | 81.00%-51.3pp |
| Employer contribution / active EE | $1,240 | $2,092-40.8% | $2,854-56.6% | $2,440-49.2% |
| Participant deferral / active EE | $3,348 | $2,887+16.0% | $3,885-13.8% | $3,607-7.2% |
| Admin fee / account holder | $6,885 | $3,972+73.3% | $5,351+28.7% | $5,124+34.4% |