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 | $35,371 | $43,075-17.9% | $74,583-52.6% | $62,891-43.8% |
| Participation rate | 92.5% | 58.1%+34.4pp | 68.1%+24.3pp | 69.3%+23.1pp |
| Annual return | 6.79% | 17.50%-10.7pp | 20.47%-13.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,625 | $1,498+8.5% | $2,525-35.6% | $2,281-28.8% |
| Participant deferral / active EE | $2,280 | $2,389-4.6% | $3,458-34.1% | $3,203-28.8% |
| Admin fee / account holder | $1,215 | $2,840-57.2% | $4,138-70.6% | $4,296-71.7% |