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 | $44,422 | $53,018-16.2% | $70,014-36.6% | $62,891-29.4% |
| Participation rate | 86.7% | 67.2%+19.5pp | 71.8%+14.9pp | 69.3%+17.4pp |
| Annual return | 8.87% | 13.35%-4.5pp | 12.99%-4.1pp | 20.14%-11.3pp |
| Employer contribution / active EE | $869 | $1,799-51.7% | $2,338-62.8% | $2,281-61.9% |
| Participant deferral / active EE | $3,295 | $2,395+37.6% | $2,931+12.4% | $3,203+2.9% |
| Admin fee / account holder | $1,841 | $3,690-50.1% | $4,380-58.0% | $4,296-57.2% |