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 | $39,020 | $65,365-40.3% | $92,893-58.0% | $72,985-46.5% |
| Participation rate | 89.8% | 68.3%+21.5pp | 76.0%+13.8pp | 69.5%+20.3pp |
| Annual return | 23.43% | 42.10%-18.7pp | 109.41%-86.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,342 | $2,594-48.3% | $3,653-63.3% | $2,440-45.0% |
| Participant deferral / active EE | $2,959 | $3,128-5.4% | $4,236-30.1% | $3,607-18.0% |
| Admin fee / account holder | $4,426 | $4,251+4.1% | $5,794-23.6% | $5,124-13.6% |