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 | $42,709 | $78,422-45.5% | $95,952-55.5% | $79,858-46.5% |
| Participation rate | 78.7% | 73.5%+5.2pp | 77.1%+1.6pp | 69.6%+9.1pp |
| Annual return | 13.04% | 19.37%-6.3pp | 91.61%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,488 | $1,945-23.5% | $2,541-41.4% | $2,471-39.8% |
| Participant deferral / active EE | $3,403 | $3,440-1.1% | $4,167-18.3% | $3,740-9.0% |
| Admin fee / account holder | $6,482 | $5,622+15.3% | $6,795-4.6% | $5,306+22.2% |