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 | $42,754 | $95,803-55.4% | $113,168-62.2% | $84,808-49.6% |
| Participation rate | 88.5% | 72.9%+15.6pp | 76.6%+11.9pp | 68.3%+20.2pp |
| Annual return | 19.73% | 25.00%-5.3pp | 24.27%-4.5pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,449 | $2,360+3.8% | $2,975-17.7% | $2,631-6.9% |
| Participant deferral / active EE | $3,649 | $4,242-14.0% | $5,107-28.5% | $4,212-13.4% |
| Admin fee / account holder | $2,340 | $8,989-74.0% | $12,068-80.6% | $7,344-68.1% |