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 | $52,035 | $57,065-8.8% | $75,670-31.2% | $70,131-25.8% |
| Participation rate | 87.1% | 68.1%+19.0pp | 72.3%+14.7pp | 69.5%+17.6pp |
| Annual return | 15.19% | 23.57%-8.4pp | 27.34%-12.2pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,656 | $1,817-8.8% | $2,352-29.6% | $2,342-29.3% |
| Participant deferral / active EE | $2,237 | $2,580-13.3% | $3,142-28.8% | $3,332-32.9% |
| Admin fee / account holder | $2,102 | $3,825-45.0% | $5,800-63.8% | $4,645-54.7% |