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 | $36,512 | $58,512-37.6% | $84,015-56.5% | $72,985-50.0% |
| Participation rate | 74.7% | 61.2%+13.4pp | 69.0%+5.7pp | 69.5%+5.2pp |
| Annual return | 24.78% | 28.93%-4.1pp | 71.31%-46.5pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,138 | $1,163-2.2% | $1,983-42.6% | $2,440-53.4% |
| Participant deferral / active EE | $3,078 | $2,394+28.6% | $3,239-5.0% | $3,607-14.7% |
| Admin fee / account holder | $4,796 | $4,569+5.0% | $6,101-21.4% | $5,124-6.4% |