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 | $40,432 | $95,453-57.6% | $112,040-63.9% | $82,448-51.0% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 15.16% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,751 | $2,318-24.5% | $2,954-40.7% | $2,551-31.4% |
| Participant deferral / active EE | $3,647 | $4,224-13.7% | $5,098-28.5% | $4,139-11.9% |
| Admin fee / account holder | $4,810 | $9,013-46.6% | $12,098-60.2% | $7,234-33.5% |