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 | $53,104 | $73,787-28.0% | $98,716-46.2% | $82,448-35.6% |
| Participation rate | 71.1% | 61.4%+9.7pp | 69.3%+1.8pp | 68.1%+3.0pp |
| Annual return | 16.05% | 18.57%-2.5pp | 31.81%-15.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,109 | $1,511-26.6% | $2,279-51.3% | $2,551-56.5% |
| Participant deferral / active EE | $3,680 | $3,081+19.4% | $4,048-9.1% | $4,139-11.1% |
| Admin fee / account holder | $2,838 | $6,500-56.3% | $8,703-67.4% | $7,234-60.8% |