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 | $57,969 | $85,515-32.2% | $112,040-48.3% | $67,986-14.7% |
| Participation rate | 74.8% | 68.2%+6.6pp | 76.5%-1.7pp | 57.2%+17.6pp |
| Annual return | 14.17% | 29.68%-15.5pp | 24.52%-10.4pp | 31.67%-17.5pp |
| Employer contribution / active EE | $2,666 | $2,191+21.7% | $2,954-9.7% | $2,019+32.1% |
| Participant deferral / active EE | $5,138 | $4,014+28.0% | $5,098+0.8% | $3,358+53.0% |
| Admin fee / account holder | $9,783 | $3,774+159.3% | $12,098-19.1% | $3,203+205.4% |