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 | $37,680 | $64,348-41.4% | $90,160-58.2% | $70,131-46.3% |
| Participation rate | 78.6% | 70.4%+8.1pp | 76.9%+1.7pp | 69.5%+9.0pp |
| Annual return | 17.58% | 28.13%-10.6pp | 34.88%-17.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,294 | $2,046-36.7% | $3,318-61.0% | $2,342-44.7% |
| Participant deferral / active EE | $7,255 | $4,389+65.3% | $5,288+37.2% | $3,332+117.8% |
| Admin fee / account holder | $3,339 | $3,944-15.3% | $5,943-43.8% | $4,645-28.1% |