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 | $45,374 | $54,762-17.1% | $90,281-49.7% | $72,985-37.8% |
| Participation rate | 95.0% | 65.1%+29.9pp | 73.3%+21.7pp | 69.5%+25.5pp |
| Annual return | 30.93% | 30.63%+0.3pp | 78.10%-47.2pp | 81.00%-50.1pp |
| Employer contribution / active EE | $1,713 | $2,092-18.1% | $2,854-40.0% | $2,440-29.8% |
| Participant deferral / active EE | $2,124 | $2,887-26.4% | $3,885-45.3% | $3,607-41.1% |
| Admin fee / account holder | $1,925 | $3,972-51.5% | $5,351-64.0% | $5,124-62.4% |