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 | $35,913 | $58,512-38.6% | $84,015-57.3% | $72,985-50.8% |
| Participation rate | 80.6% | 61.2%+19.4pp | 69.0%+11.6pp | 69.5%+11.2pp |
| Annual return | 20.91% | 28.93%-8.0pp | 71.31%-50.4pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,097 | $1,163-5.7% | $1,983-44.7% | $2,440-55.1% |
| Participant deferral / active EE | $2,959 | $2,394+23.6% | $3,239-8.6% | $3,607-18.0% |
| Admin fee / account holder | $3,356 | $4,569-26.5% | $6,101-45.0% | $5,124-34.5% |