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 | $43,584 | $99,341-56.1% | $84,750-48.6% | $273,961-84.1% |
| Participation rate | 86.4% | 80.7%+5.7pp | 76.6%+9.8pp | 83.0%+3.3pp |
| Annual return | 16.79% | 22.93%-6.1pp | 22.78%-6.0pp | 41.45%-24.7pp |
| Employer contribution / active EE | $2,549 | $4,214-39.5% | $3,574-28.7% | $4,869-47.7% |
| Participant deferral / active EE | $4,455 | $4,269+4.3% | $3,712+20.0% | $5,287-15.7% |
| Admin fee / account holder | $956 | $6,644-85.6% | $5,332-82.1% | $10,132-90.6% |