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 | $35,225 | $72,492-51.4% | $87,100-59.6% | $72,985-51.7% |
| Participation rate | 71.7% | 72.8%-1.1pp | 76.9%-5.1pp | 69.5%+2.3pp |
| Annual return | 23.03% | 24.46%-1.4pp | 28.19%-5.2pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,228 | $1,894-35.1% | $2,521-51.3% | $2,440-49.7% |
| Participant deferral / active EE | $3,066 | $3,270-6.2% | $4,049-24.3% | $3,607-15.0% |
| Admin fee / account holder | $878 | $5,055-82.6% | $7,497-88.3% | $5,124-82.9% |