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 | $43,329 | $67,606-35.9% | $82,313-47.4% | $70,131-38.2% |
| Participation rate | 88.1% | 72.8%+15.4pp | 76.9%+11.2pp | 69.5%+18.6pp |
| Annual return | 14.69% | 21.57%-6.9pp | 25.88%-11.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,533 | $1,755-12.6% | $2,428-36.9% | $2,342-34.5% |
| Participant deferral / active EE | $3,328 | $2,987+11.4% | $3,706-10.2% | $3,332-0.1% |
| Admin fee / account holder | $8,566 | $4,512+89.9% | $5,608+52.8% | $4,645+84.4% |