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 | $43,206 | $138,347-68.8% | $184,203-76.5% | $80,856-46.6% |
| Participation rate | 77.9% | 83.9%-6.0pp | 86.8%-8.9pp | 67.6%+10.3pp |
| Annual return | 15.79% | 20.02%-4.2pp | 28.81%-13.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $3,078 | $4,850-36.5% | $6,427-52.1% | $2,755+11.7% |
| Participant deferral / active EE | $6,521 | $7,071-7.8% | $9,131-28.6% | $4,296+51.8% |
| Admin fee / account holder | $2,725 | $10,483-74.0% | $13,901-80.4% | $6,918-60.6% |