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 | $40,944 | $70,475-41.9% | $100,516-59.3% | $79,858-48.7% |
| Participation rate | 76.7% | 73.7%+3.0pp | 79.4%-2.7pp | 69.6%+7.0pp |
| Annual return | 19.99% | 21.90%-1.9pp | 30.89%-10.9pp | 31.71%-11.7pp |
| Employer contribution / active EE | $2,046 | $2,165-5.5% | $3,418-40.1% | $2,471-17.2% |
| Participant deferral / active EE | $3,831 | $5,181-26.1% | $6,270-38.9% | $3,740+2.4% |
| Admin fee / account holder | $3,069 | $4,478-31.5% | $8,081-62.0% | $5,306-42.2% |