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 | $48,614 | $64,348-24.5% | $90,160-46.1% | $70,131-30.7% |
| Participation rate | 87.5% | 70.4%+17.1pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 19.71% | 28.13%-8.4pp | 34.88%-15.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,869 | $2,046-8.6% | $3,318-43.7% | $2,342-20.2% |
| Participant deferral / active EE | $2,933 | $4,389-33.2% | $5,288-44.5% | $3,332-12.0% |
| Admin fee / account holder | $15,257 | $3,944+286.9% | $5,943+156.7% | $4,645+228.4% |