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 | $44,001 | $99,341-55.7% | $84,750-48.1% | $273,961-83.9% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 11.01% | 22.93%-11.9pp | 22.78%-11.8pp | 41.45%-30.4pp |
| Employer contribution / active EE | $2,424 | $4,214-42.5% | $3,574-32.2% | $4,869-50.2% |
| Participant deferral / active EE | $2,945 | $4,269-31.0% | $3,712-20.7% | $5,287-44.3% |
| Admin fee / account holder | $5,751 | $6,644-13.4% | $5,332+7.8% | $10,132-43.2% |