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 | $34,028 | $72,492-53.1% | $87,100-60.9% | $72,985-53.4% |
| Participation rate | 76.7% | 72.8%+3.9pp | 76.9%-0.2pp | 69.5%+7.2pp |
| Annual return | 23.29% | 24.46%-1.2pp | 28.19%-4.9pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,220 | $1,894+17.2% | $2,521-12.0% | $2,440-9.0% |
| Participant deferral / active EE | $3,758 | $3,270+14.9% | $4,049-7.2% | $3,607+4.2% |
| Admin fee / account holder | $2,378 | $5,055-53.0% | $7,497-68.3% | $5,124-53.6% |