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 | $42,742 | $46,869-8.8% | $122,332-65.1% | $70,131-39.1% |
| Participation rate | 72.5% | 58.2%+14.3pp | 71.6%+0.9pp | 69.5%+3.0pp |
| Annual return | 15.41% | 24.22%-8.8pp | 30.27%-14.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,312 | $1,288+1.9% | $4,050-67.6% | $2,342-44.0% |
| Participant deferral / active EE | $2,194 | $2,166+1.3% | $3,287-33.2% | $3,332-34.1% |
| Admin fee / account holder | $2,112 | $3,322-36.4% | $5,478-61.4% | $4,645-54.5% |