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 | $56,302 | $57,016-1.3% | $84,966-33.7% | $80,856-30.4% |
| Participation rate | 91.2% | 56.3%+34.8pp | 67.5%+23.7pp | 67.6%+23.5pp |
| Annual return | 14.10% | 21.66%-7.6pp | 66.38%-52.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $628 | $1,798-65.1% | $2,727-77.0% | $2,755-77.2% |
| Participant deferral / active EE | $3,645 | $3,110+17.2% | $4,519-19.3% | $4,296-15.1% |
| Admin fee / account holder | $7,847 | $4,980+57.6% | $6,149+27.6% | $6,918+13.4% |