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 | $44,530 | $72,492-38.6% | $87,100-48.9% | $72,985-39.0% |
| Participation rate | 94.7% | 72.8%+21.9pp | 76.9%+17.8pp | 69.5%+25.2pp |
| Annual return | 23.09% | 24.46%-1.4pp | 28.19%-5.1pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,705 | $1,894-10.0% | $2,521-32.4% | $2,440-30.1% |
| Participant deferral / active EE | $3,552 | $3,270+8.6% | $4,049-12.3% | $3,607-1.5% |
| Admin fee / account holder | $2,022 | $5,055-60.0% | $7,497-73.0% | $5,124-60.5% |