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 | $46,968 | $46,869+0.2% | $122,332-61.6% | $70,131-33.0% |
| Participation rate | 75.5% | 58.2%+17.3pp | 71.6%+3.9pp | 69.5%+6.0pp |
| Annual return | 23.42% | 24.22%-0.8pp | 30.27%-6.9pp | 73.14%-49.7pp |
| Employer contribution / active EE | $1,074 | $1,288-16.6% | $4,050-73.5% | $2,342-54.2% |
| Participant deferral / active EE | $2,758 | $2,166+27.3% | $3,287-16.1% | $3,332-17.2% |
| Admin fee / account holder | $21,321 | $3,322+541.7% | $5,478+289.2% | $4,645+359.0% |