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 | $43,549 | $49,791-12.5% | $78,210-44.3% | $70,131-37.9% |
| Participation rate | 72.7% | 62.3%+10.4pp | 68.7%+4.0pp | 69.5%+3.2pp |
| Annual return | 13.59% | 20.75%-7.2pp | 40.90%-27.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,206 | $1,430-15.7% | $2,034-40.7% | $2,342-48.5% |
| Participant deferral / active EE | $2,503 | $2,150+16.4% | $2,823-11.3% | $3,332-24.9% |
| Admin fee / account holder | $2,893 | $3,181-9.0% | $3,758-23.0% | $4,645-37.7% |