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 | $30,962 | $54,541-43.2% | $78,778-60.7% | $70,131-55.9% |
| Participation rate | 70.0% | 60.8%+9.2pp | 69.2%+0.8pp | 69.5%+0.5pp |
| Annual return | 14.41% | 21.07%-6.7pp | 35.62%-21.2pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,296 | $1,089+19.0% | $1,986-34.8% | $2,342-44.7% |
| Participant deferral / active EE | $1,670 | $2,210-24.4% | $2,958-43.5% | $3,332-49.9% |
| Admin fee / account holder | $3,516 | $3,709-5.2% | $5,134-31.5% | $4,645-24.3% |