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 | $40,318 | $58,512-31.1% | $84,015-52.0% | $72,985-44.8% |
| Participation rate | 83.3% | 61.2%+22.1pp | 69.0%+14.3pp | 69.5%+13.8pp |
| Annual return | 25.44% | 28.93%-3.5pp | 71.31%-45.9pp | 81.00%-55.6pp |
| Employer contribution / active EE | $2,167 | $1,163+86.3% | $1,983+9.2% | $2,440-11.2% |
| Participant deferral / active EE | $2,071 | $2,394-13.5% | $3,239-36.0% | $3,607-42.6% |
| Admin fee / account holder | $2,811 | $4,569-38.5% | $6,101-53.9% | $5,124-45.1% |