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 | $59,316 | $73,787-19.6% | $98,716-39.9% | $82,448-28.1% |
| Participation rate | 93.9% | 61.4%+32.5pp | 69.3%+24.6pp | 68.1%+25.8pp |
| Annual return | 15.46% | 18.57%-3.1pp | 31.81%-16.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $923 | $1,511-38.9% | $2,279-59.5% | $2,551-63.8% |
| Participant deferral / active EE | $2,574 | $3,081-16.5% | $4,048-36.4% | $4,139-37.8% |
| Admin fee / account holder | $2,929 | $6,500-54.9% | $8,703-66.3% | $7,234-59.5% |