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 | $37,836 | $68,719-44.9% | $91,541-58.7% | $84,808-55.4% |
| Participation rate | 71.9% | 64.5%+7.4pp | 69.8%+2.1pp | 68.3%+3.6pp |
| Annual return | 17.53% | 19.12%-1.6pp | 20.50%-3.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,126 | $1,920+10.7% | $2,505-15.1% | $2,631-19.2% |
| Participant deferral / active EE | $3,008 | $3,136-4.1% | $4,008-25.0% | $4,212-28.6% |
| Admin fee / account holder | $2,020 | $5,786-65.1% | $6,956-71.0% | $7,344-72.5% |