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 | $36,233 | $55,706-35.0% | $75,886-52.3% | $72,985-50.4% |
| Participation rate | 83.8% | 61.1%+22.7pp | 69.3%+14.5pp | 69.5%+14.3pp |
| Annual return | 22.31% | 27.59%-5.3pp | 30.76%-8.4pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,660 | $1,687-1.6% | $2,500-33.6% | $2,440-32.0% |
| Participant deferral / active EE | $1,572 | $2,634-40.3% | $3,603-56.4% | $3,607-56.4% |
| Admin fee / account holder | $1,158 | $3,978-70.9% | $5,418-78.6% | $5,124-77.4% |