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 | $50,470 | $78,926-36.1% | $136,749-63.1% | $84,808-40.5% |
| Participation rate | 80.2% | 62.2%+18.1pp | 72.1%+8.1pp | 68.3%+11.9pp |
| Annual return | 16.20% | 18.17%-2.0pp | 24.33%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,805 | $2,134-15.4% | $3,400-46.9% | $2,631-31.4% |
| Participant deferral / active EE | $4,293 | $3,168+35.5% | $4,692-8.5% | $4,212+1.9% |
| Admin fee / account holder | $5,912 | $6,369-7.2% | $11,386-48.1% | $7,344-19.5% |