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 | $51,000 | $57,065-10.6% | $75,670-32.6% | $70,131-27.3% |
| Participation rate | 87.5% | 68.1%+19.4pp | 72.3%+15.2pp | 69.5%+18.0pp |
| Annual return | 17.66% | 23.57%-5.9pp | 27.34%-9.7pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,558 | $1,817-14.2% | $2,352-33.7% | $2,342-33.5% |
| Participant deferral / active EE | $1,910 | $2,580-26.0% | $3,142-39.2% | $3,332-42.7% |
| Admin fee / account holder | $455 | $3,825-88.1% | $5,800-92.1% | $4,645-90.2% |