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 | $50,601 | $64,324-21.3% | $118,925-57.5% | $79,858-36.6% |
| Participation rate | 87.9% | 64.9%+23.1pp | 75.4%+12.5pp | 69.6%+18.3pp |
| Annual return | 17.30% | 86.45%-69.1pp | 35.88%-18.6pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,590 | $1,836-13.4% | $3,263-51.3% | $2,471-35.7% |
| Participant deferral / active EE | $2,865 | $2,824+1.5% | $4,265-32.8% | $3,740-23.4% |
| Admin fee / account holder | $2,718 | $4,040-32.7% | $6,581-58.7% | $5,306-48.8% |