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 | $52,254 | $72,492-27.9% | $87,100-40.0% | $72,985-28.4% |
| Participation rate | 88.7% | 72.8%+15.9pp | 76.9%+11.8pp | 69.5%+19.2pp |
| Annual return | 22.74% | 24.46%-1.7pp | 28.19%-5.5pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,613 | $1,894-14.9% | $2,521-36.0% | $2,440-33.9% |
| Participant deferral / active EE | $2,365 | $3,270-27.7% | $4,049-41.6% | $3,607-34.4% |
| Admin fee / account holder | $4,878 | $5,055-3.5% | $7,497-34.9% | $5,124-4.8% |