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 | $57,829 | $73,933-21.8% | $96,683-40.2% | $75,163-23.1% |
| Participation rate | 96.8% | 66.4%+30.4pp | 74.3%+22.5pp | 67.2%+29.6pp |
| Annual return | 20.69% | 26.70%-6.0pp | 35.69%-15.0pp | 160.62%-139.9pp |
| Employer contribution / active EE | $3,819 | $2,928+30.4% | $3,737+2.2% | $2,670+43.0% |
| Participant deferral / active EE | $5,192 | $3,659+41.9% | $4,878+6.4% | $4,125+25.9% |
| Admin fee / account holder | $4,415 | $5,216-15.4% | $6,730-34.4% | $5,651-21.9% |