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 | $44,915 | $72,492-38.0% | $87,100-48.4% | $72,985-38.5% |
| Participation rate | 76.3% | 72.8%+3.5pp | 76.9%-0.6pp | 69.5%+6.8pp |
| Annual return | 18.23% | 24.46%-6.2pp | 28.19%-10.0pp | 81.00%-62.8pp |
| Employer contribution / active EE | $976 | $1,894-48.5% | $2,521-61.3% | $2,440-60.0% |
| Participant deferral / active EE | $3,910 | $3,270+19.6% | $4,049-3.4% | $3,607+8.4% |
| Admin fee / account holder | $2,072 | $5,055-59.0% | $7,497-72.4% | $5,124-59.6% |