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 | $68,431 | $81,460-16.0% | $103,333-33.8% | $80,856-15.4% |
| Participation rate | 74.4% | 66.8%+7.6pp | 74.5%-0.1pp | 67.6%+6.8pp |
| Annual return | 13.44% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,697 | $3,105-45.4% | $3,868-56.1% | $2,755-38.4% |
| Participant deferral / active EE | $3,174 | $3,869-17.9% | $5,057-37.2% | $4,296-26.1% |
| Admin fee / account holder | $4,430 | $6,566-32.5% | $8,355-47.0% | $6,918-36.0% |