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 3-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 | $54,389 | $95,803-43.2% | $113,168-51.9% | $84,808-35.9% |
| Participation rate | 97.1% | 72.9%+24.3pp | 76.6%+20.6pp | 68.3%+28.8pp |
| Annual return | 17.50% | 25.00%-7.5pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,491 | $2,360+5.6% | $2,975-16.3% | $2,631-5.3% |
| Participant deferral / active EE | $6,594 | $4,242+55.4% | $5,107+29.1% | $4,212+56.6% |
| Admin fee / account holder | $8,555 | $8,989-4.8% | $12,068-29.1% | $7,344+16.5% |