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 | $35,777 | $48,046-25.5% | $84,611-57.7% | $72,985-51.0% |
| Participation rate | 77.0% | 57.6%+19.5pp | 68.2%+8.8pp | 69.5%+7.6pp |
| Annual return | 20.63% | 37.38%-16.8pp | 258.74%-238.1pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,764 | $1,602+10.1% | $2,652-33.5% | $2,440-27.7% |
| Participant deferral / active EE | $2,820 | $2,680+5.2% | $3,899-27.7% | $3,607-21.8% |
| Admin fee / account holder | $2,849 | $3,395-16.1% | $4,912-42.0% | $5,124-44.4% |