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 | $38,227 | $81,248-53.0% | $155,509-75.4% | $80,856-52.7% |
| Participation rate | 96.6% | 66.2%+30.4pp | 78.2%+18.4pp | 67.6%+29.0pp |
| Annual return | 12.20% | 33.31%-21.1pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,073 | $3,100-0.9% | $4,672-34.2% | $2,755+11.6% |
| Participant deferral / active EE | $3,625 | $3,452+5.0% | $5,626-35.6% | $4,296-15.6% |
| Admin fee / account holder | $4,470 | $7,997-44.1% | $15,912-71.9% | $6,918-35.4% |