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 | $45,457 | $102,245-55.5% | $89,340-49.1% | $137,256-66.9% |
| Participation rate | 94.4% | 74.9%+19.6pp | 69.6%+24.9pp | 80.0%+14.5pp |
| Annual return | 10.48% | 21.89%-11.4pp | 20.57%-10.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,111 | $2,529-56.1% | $2,231-50.2% | $4,156-73.3% |
| Participant deferral / active EE | $3,702 | $4,436-16.6% | $3,823-3.2% | $6,407-42.2% |
| Admin fee / account holder | $5,677 | $8,085-29.8% | $6,704-15.3% | $12,270-53.7% |