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 | $41,374 | $76,367-45.8% | $93,606-55.8% | $72,985-43.3% |
| Participation rate | 71.0% | 71.7%-0.8pp | 75.8%-4.9pp | 69.5%+1.5pp |
| Annual return | 20.91% | 25.82%-4.9pp | 32.76%-11.8pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,996 | $2,275-12.3% | $2,718-26.6% | $2,440-18.2% |
| Participant deferral / active EE | $3,296 | $3,538-6.8% | $4,069-19.0% | $3,607-8.6% |
| Admin fee / account holder | $3,164 | $6,838-53.7% | $7,888-59.9% | $5,124-38.3% |