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 | $53,880 | $57,065-5.6% | $75,670-28.8% | $70,131-23.2% |
| Participation rate | 86.7% | 68.1%+18.6pp | 72.3%+14.3pp | 69.5%+17.1pp |
| Annual return | 13.24% | 23.57%-10.3pp | 27.34%-14.1pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,320 | $1,817-27.4% | $2,352-43.9% | $2,342-43.7% |
| Participant deferral / active EE | $2,152 | $2,580-16.6% | $3,142-31.5% | $3,332-35.4% |
| Admin fee / account holder | $2,347 | $3,825-38.6% | $5,800-59.5% | $4,645-49.5% |