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 | $42,865 | $80,717-46.9% | $154,803-72.3% | $84,808-49.5% |
| Participation rate | 71.4% | 66.8%+4.6pp | 78.1%-6.6pp | 68.3%+3.1pp |
| Annual return | 13.56% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,405 | $2,761-49.1% | $4,305-67.4% | $2,631-46.6% |
| Participant deferral / active EE | $3,695 | $3,303+11.9% | $5,540-33.3% | $4,212-12.3% |
| Admin fee / account holder | $2,700 | $6,746-60.0% | $14,329-81.2% | $7,344-63.2% |