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 | $39,610 | $46,553-14.9% | $64,056-38.2% | $75,163-47.3% |
| Participation rate | 71.4% | 65.9%+5.5pp | 72.3%-0.9pp | 67.2%+4.2pp |
| Annual return | 12.87% | 26.03%-13.2pp | 33.69%-20.8pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,051 | $1,974-46.7% | $2,747-61.7% | $2,670-60.6% |
| Participant deferral / active EE | $849 | $2,837-70.1% | $3,880-78.1% | $4,125-79.4% |
| Admin fee / account holder | $6,198 | $2,952+110.0% | $3,068+102.0% | $5,651+9.7% |