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 | $43,587 | $72,492-39.9% | $87,100-50.0% | $72,985-40.3% |
| Participation rate | 84.3% | 72.8%+11.5pp | 76.9%+7.4pp | 69.5%+14.8pp |
| Annual return | 26.16% | 24.46%+1.7pp | 28.19%-2.0pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,371 | $1,894-27.6% | $2,521-45.6% | $2,440-43.8% |
| Participant deferral / active EE | $3,213 | $3,270-1.7% | $4,049-20.6% | $3,607-10.9% |
| Admin fee / account holder | $1,757 | $5,055-65.2% | $7,497-76.6% | $5,124-65.7% |