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 | $40,739 | $88,042-53.7% | $138,135-70.5% | $79,858-49.0% |
| Participation rate | 83.9% | 71.4%+12.4pp | 78.7%+5.2pp | 69.6%+14.2pp |
| Annual return | 16.78% | 20.58%-3.8pp | 20.51%-3.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,388 | $3,103-55.3% | $5,587-75.2% | $2,471-43.8% |
| Participant deferral / active EE | $3,297 | $4,704-29.9% | $6,431-48.7% | $3,740-11.9% |
| Admin fee / account holder | $617 | $7,791-92.1% | $11,856-94.8% | $5,306-88.4% |