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 9-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 | $36,606 | $72,492-49.5% | $87,100-58.0% | $72,985-49.8% |
| Participation rate | 74.4% | 72.8%+1.5pp | 76.9%-2.5pp | 69.5%+4.9pp |
| Annual return | 16.55% | 24.46%-7.9pp | 28.19%-11.6pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,765 | $1,894-6.8% | $2,521-30.0% | $2,440-27.7% |
| Participant deferral / active EE | $2,128 | $3,270-34.9% | $4,049-47.4% | $3,607-41.0% |
| Admin fee / account holder | $1,327 | $5,055-73.7% | $7,497-82.3% | $5,124-74.1% |