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 3-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 | $21,111 | $68,719-69.3% | $91,541-76.9% | $84,808-75.1% |
| Participation rate | 73.1% | 64.5%+8.6pp | 69.8%+3.3pp | 68.3%+4.8pp |
| Annual return | 19.72% | 19.12%+0.6pp | 20.50%-0.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,757 | $1,920-8.5% | $2,505-29.8% | $2,631-33.2% |
| Participant deferral / active EE | $2,919 | $3,136-6.9% | $4,008-27.2% | $4,212-30.7% |
| Admin fee / account holder | $1,132 | $5,786-80.4% | $6,956-83.7% | $7,344-84.6% |