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 | $51,175 | $64,480-20.6% | $81,382-37.1% | $80,856-36.7% |
| Participation rate | 92.3% | 63.9%+28.4pp | 69.5%+22.8pp | 67.6%+24.7pp |
| Annual return | 22.53% | 16.34%+6.2pp | 24.73%-2.2pp | 35.59%-13.1pp |
| Employer contribution / active EE | $1,010 | $1,978-49.0% | $2,463-59.0% | $2,755-63.4% |
| Participant deferral / active EE | $1,909 | $3,094-38.3% | $3,883-50.8% | $4,296-55.6% |
| Admin fee / account holder | $2,517 | $5,671-55.6% | $5,768-56.4% | $6,918-63.6% |