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 | $34,766 | $72,492-52.0% | $87,100-60.1% | $72,985-52.4% |
| Participation rate | 72.4% | 72.8%-0.4pp | 76.9%-4.5pp | 69.5%+2.9pp |
| Annual return | 23.54% | 24.46%-0.9pp | 28.19%-4.6pp | 81.00%-57.5pp |
| Employer contribution / active EE | $635 | $1,894-66.5% | $2,521-74.8% | $2,440-74.0% |
| Participant deferral / active EE | $1,842 | $3,270-43.7% | $4,049-54.5% | $3,607-48.9% |
| Admin fee / account holder | $2,150 | $5,055-57.5% | $7,497-71.3% | $5,124-58.0% |