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 | $43,134 | $58,851-26.7% | $115,157-62.5% | $72,985-40.9% |
| Participation rate | 79.1% | 65.5%+13.5pp | 75.9%+3.2pp | 69.5%+9.6pp |
| Annual return | 21.74% | 23.16%-1.4pp | 35.60%-13.9pp | 81.00%-59.3pp |
| Employer contribution / active EE | $3,855 | $1,798+114.4% | $3,179+21.3% | $2,440+58.0% |
| Participant deferral / active EE | $2,970 | $2,643+12.4% | $4,168-28.8% | $3,607-17.7% |
| Admin fee / account holder | $4,068 | $6,370-36.1% | $7,088-42.6% | $5,124-20.6% |