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 | $48,073 | $60,892-21.1% | $82,389-41.7% | $84,808-43.3% |
| Participation rate | 76.9% | 63.3%+13.7pp | 69.5%+7.4pp | 68.3%+8.6pp |
| Annual return | 15.55% | 37.29%-21.7pp | 28.67%-13.1pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,010 | $1,779-43.2% | $2,517-59.9% | $2,631-61.6% |
| Participant deferral / active EE | $2,661 | $3,179-16.3% | $4,155-36.0% | $4,212-36.8% |
| Admin fee / account holder | $4,482 | $5,467-18.0% | $7,231-38.0% | $7,344-39.0% |