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 | $36,755 | $60,349-39.1% | $74,183-50.5% | $62,891-41.6% |
| Participation rate | 73.2% | 72.7%+0.4pp | 76.6%-3.4pp | 69.3%+3.9pp |
| Annual return | 16.95% | 21.37%-4.4pp | 17.74%-0.8pp | 20.14%-3.2pp |
| Employer contribution / active EE | $1,610 | $1,680-4.2% | $2,370-32.1% | $2,281-29.4% |
| Participant deferral / active EE | $3,141 | $2,856+10.0% | $3,550-11.5% | $3,203-1.9% |
| Admin fee / account holder | $1,938 | $4,261-54.5% | $5,586-65.3% | $4,296-54.9% |