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 | $27,099 | $124,425-78.2% | $112,040-75.8% | $137,256-80.3% |
| Participation rate | 81.0% | 79.3%+1.6pp | 76.5%+4.5pp | 80.0%+1.0pp |
| Annual return | 15.96% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,781 | $3,411-47.8% | $2,954-39.7% | $4,156-57.1% |
| Participant deferral / active EE | $3,603 | $5,718-37.0% | $5,098-29.3% | $6,407-43.8% |
| Admin fee / account holder | $7,874 | $15,207-48.2% | $12,098-34.9% | $12,270-35.8% |