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 | $34,683 | $72,492-52.2% | $87,100-60.2% | $72,985-52.5% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 23.47% | 24.46%-1.0pp | 28.19%-4.7pp | 81.00%-57.5pp |
| Employer contribution / active EE | $873 | $1,894-53.9% | $2,521-65.4% | $2,440-64.2% |
| Participant deferral / active EE | $2,741 | $3,270-16.2% | $4,049-32.3% | $3,607-24.0% |
| Admin fee / account holder | $1,853 | $5,055-63.3% | $7,497-75.3% | $5,124-63.8% |