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 | $51,977 | $60,892-14.6% | $82,389-36.9% | $84,808-38.7% |
| Participation rate | 73.8% | 63.3%+10.6pp | 69.5%+4.3pp | 68.3%+5.5pp |
| Annual return | 14.66% | 37.29%-22.6pp | 28.67%-14.0pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,444 | $1,779-18.9% | $2,517-42.6% | $2,631-45.1% |
| Participant deferral / active EE | $3,153 | $3,179-0.8% | $4,155-24.1% | $4,212-25.1% |
| Admin fee / account holder | $6,875 | $5,467+25.8% | $7,231-4.9% | $7,344-6.4% |