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 | $53,447 | $80,968-34.0% | $96,544-44.6% | $75,163-28.9% |
| Participation rate | 76.4% | 71.8%+4.6pp | 76.0%+0.4pp | 67.2%+9.2pp |
| Annual return | 13.02% | 27.06%-14.0pp | 25.84%-12.8pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,833 | $2,282-19.7% | $2,965-38.2% | $2,670-31.4% |
| Participant deferral / active EE | $3,406 | $3,928-13.3% | $4,851-29.8% | $4,125-17.4% |
| Admin fee / account holder | $13,539 | $6,724+101.3% | $8,252+64.1% | $5,651+139.6% |