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 | $38,135 | $64,480-40.9% | $81,382-53.1% | $80,856-52.8% |
| Participation rate | 71.1% | 63.9%+7.2pp | 69.5%+1.6pp | 67.6%+3.4pp |
| Annual return | 17.75% | 16.34%+1.4pp | 24.73%-7.0pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,619 | $1,978+32.4% | $2,463+6.3% | $2,755-4.9% |
| Participant deferral / active EE | $6,918 | $3,094+123.6% | $3,883+78.2% | $4,296+61.0% |
| Admin fee / account holder | $3,066 | $5,671-45.9% | $5,768-46.8% | $6,918-55.7% |