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 | $45,398 | $49,791-8.8% | $78,210-42.0% | $70,131-35.3% |
| Participation rate | 73.0% | 62.3%+10.7pp | 68.7%+4.2pp | 69.5%+3.4pp |
| Annual return | 18.67% | 20.75%-2.1pp | 40.90%-22.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,030 | $1,430-27.9% | $2,034-49.3% | $2,342-56.0% |
| Participant deferral / active EE | $1,648 | $2,150-23.4% | $2,823-41.6% | $3,332-50.5% |
| Admin fee / account holder | $3,777 | $3,181+18.7% | $3,758+0.5% | $4,645-18.7% |