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 | $53,916 | $72,492-25.6% | $87,100-38.1% | $72,985-26.1% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.9%+17.0pp | 69.5%+24.4pp |
| Annual return | 18.40% | 24.46%-6.1pp | 28.19%-9.8pp | 81.00%-62.6pp |
| Employer contribution / active EE | $749 | $1,894-60.5% | $2,521-70.3% | $2,440-69.3% |
| Participant deferral / active EE | $3,017 | $3,270-7.7% | $4,049-25.5% | $3,607-16.4% |
| Admin fee / account holder | $3,631 | $5,055-28.2% | $7,497-51.6% | $5,124-29.1% |