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 | $45,487 | $95,803-52.5% | $113,168-59.8% | $84,808-46.4% |
| Participation rate | 96.3% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+28.0pp |
| Annual return | 12.63% | 25.00%-12.4pp | 24.27%-11.6pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,222 | $2,360-5.8% | $2,975-25.3% | $2,631-15.5% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,730 | $8,989-69.6% | $12,068-77.4% | $7,344-62.8% |