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 | $30,768 | $47,848-35.7% | $81,478-62.2% | $70,131-56.1% |
| Participation rate | 83.6% | 58.3%+25.3pp | 68.0%+15.6pp | 69.5%+14.0pp |
| Annual return | 15.28% | 27.25%-12.0pp | 38.78%-23.5pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,660 | $1,527+8.7% | $2,568-35.3% | $2,342-29.1% |
| Participant deferral / active EE | $2,505 | $2,453+2.1% | $3,537-29.2% | $3,332-24.8% |
| Admin fee / account holder | $1,531 | $3,145-51.3% | $4,561-66.4% | $4,645-67.1% |