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 | $35,988 | $45,073-20.2% | $69,455-48.2% | $72,985-50.7% |
| Participation rate | 87.8% | 68.5%+19.3pp | 74.6%+13.1pp | 69.5%+18.3pp |
| Annual return | 23.06% | 22.65%+0.4pp | 28.97%-5.9pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,267 | $2,054+10.4% | $2,779-18.4% | $2,440-7.1% |
| Participant deferral / active EE | $3,736 | $2,602+43.6% | $3,535+5.7% | $3,607+3.6% |
| Admin fee / account holder | $3,254 | $3,056+6.5% | $3,839-15.3% | $5,124-36.5% |