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 | $33,212 | $72,012-53.9% | $185,823-82.1% | $79,858-58.4% |
| Participation rate | 76.1% | 65.8%+10.4pp | 78.0%-1.9pp | 69.6%+6.5pp |
| Annual return | 16.67% | 23.12%-6.5pp | 35.95%-19.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,649 | $1,965-16.1% | $4,087-59.7% | $2,471-33.3% |
| Participant deferral / active EE | $3,187 | $3,779-15.7% | $5,632-43.4% | $3,740-14.8% |
| Admin fee / account holder | $1,047 | $4,513-76.8% | $9,500-89.0% | $5,306-80.3% |