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 | $49,582 | $55,706-11.0% | $75,886-34.7% | $72,985-32.1% |
| Participation rate | 87.6% | 61.1%+26.5pp | 69.3%+18.4pp | 69.5%+18.2pp |
| Annual return | 20.49% | 27.59%-7.1pp | 30.76%-10.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,254 | $1,687-25.7% | $2,500-49.9% | $2,440-48.6% |
| Participant deferral / active EE | $2,679 | $2,634+1.7% | $3,603-25.6% | $3,607-25.7% |
| Admin fee / account holder | $3,507 | $3,978-11.8% | $5,418-35.3% | $5,124-31.6% |