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 | $36,218 | $56,054-35.4% | $171,082-78.8% | $62,891-42.4% |
| Participation rate | 88.7% | 62.9%+25.8pp | 76.7%+12.0pp | 69.3%+19.4pp |
| Annual return | 7.61% | 22.52%-14.9pp | 32.56%-24.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,498 | $1,731-13.4% | $4,002-62.6% | $2,281-34.3% |
| Participant deferral / active EE | $3,084 | $3,158-2.4% | $4,797-35.7% | $3,203-3.7% |
| Admin fee / account holder | $1,669 | $3,647-54.2% | $8,520-80.4% | $4,296-61.1% |