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 | $38,608 | $83,477-53.7% | $125,175-69.2% | $72,985-47.1% |
| Participation rate | 72.7% | 73.3%-0.6pp | 79.8%-7.1pp | 69.5%+3.2pp |
| Annual return | 24.76% | 25.78%-1.0pp | 43.79%-19.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,989 | $2,345-15.2% | $3,865-48.6% | $2,440-18.5% |
| Participant deferral / active EE | $3,718 | $3,585+3.7% | $4,937-24.7% | $3,607+3.1% |
| Admin fee / account holder | $5,570 | $5,517+1.0% | $9,702-42.6% | $5,124+8.7% |