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 | $41,682 | $64,348-35.2% | $90,160-53.8% | $70,131-40.6% |
| Participation rate | 76.1% | 70.4%+5.7pp | 76.9%-0.8pp | 69.5%+6.6pp |
| Annual return | 19.70% | 28.13%-8.4pp | 34.88%-15.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $2,353 | $2,046+15.0% | $3,318-29.1% | $2,342+0.4% |
| Participant deferral / active EE | $3,847 | $4,389-12.3% | $5,288-27.2% | $3,332+15.5% |
| Admin fee / account holder | $1,105 | $3,944-72.0% | $5,943-81.4% | $4,645-76.2% |