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 | $56,199 | $57,828-2.8% | $117,039-52.0% | $70,131-19.9% |
| Participation rate | 93.5% | 67.1%+26.4pp | 77.2%+16.4pp | 69.5%+24.0pp |
| Annual return | 17.69% | 17.55%+0.1pp | 18.95%-1.3pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,375 | $1,816-24.3% | $3,785-63.7% | $2,342-41.3% |
| Participant deferral / active EE | $2,063 | $2,438-15.4% | $3,929-47.5% | $3,332-38.1% |
| Admin fee / account holder | $2,784 | $3,548-21.5% | $5,974-53.4% | $4,645-40.1% |