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 | $50,531 | $95,803-47.3% | $113,168-55.3% | $84,808-40.4% |
| Participation rate | 89.6% | 72.9%+16.7pp | 76.6%+13.0pp | 68.3%+21.3pp |
| Annual return | 14.22% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,540 | $2,360-34.7% | $2,975-48.2% | $2,631-41.4% |
| Participant deferral / active EE | $4,340 | $4,242+2.3% | $5,107-15.0% | $4,212+3.1% |
| Admin fee / account holder | $7,926 | $8,989-11.8% | $12,068-34.3% | $7,344+7.9% |