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 | $55,769 | $95,453-41.6% | $112,040-50.2% | $82,448-32.4% |
| Participation rate | 86.2% | 72.8%+13.5pp | 76.5%+9.7pp | 68.1%+18.1pp |
| Annual return | 14.78% | 23.92%-9.1pp | 24.52%-9.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,948 | $2,318+27.2% | $2,954-0.2% | $2,551+15.6% |
| Participant deferral / active EE | $5,443 | $4,224+28.9% | $5,098+6.8% | $4,139+31.5% |
| Admin fee / account holder | $7,299 | $9,013-19.0% | $12,098-39.7% | $7,234+0.9% |