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 | $40,415 | $74,927-46.1% | $101,794-60.3% | $84,808-52.3% |
| Participation rate | 83.6% | 61.4%+22.2pp | 69.2%+14.5pp | 68.3%+15.3pp |
| Annual return | 15.27% | 18.70%-3.4pp | 30.53%-15.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,779 | $1,522+16.9% | $2,289-22.3% | $2,631-32.4% |
| Participant deferral / active EE | $3,917 | $3,099+26.4% | $4,084-4.1% | $4,212-7.0% |
| Admin fee / account holder | $371 | $6,514-94.3% | $8,777-95.8% | $7,344-95.0% |