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 | $36,769 | $58,851-37.5% | $115,157-68.1% | $72,985-49.6% |
| Participation rate | 84.6% | 65.5%+19.1pp | 75.9%+8.7pp | 69.5%+15.1pp |
| Annual return | 16.47% | 23.16%-6.7pp | 35.60%-19.1pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,905 | $1,798+6.0% | $3,179-40.1% | $2,440-21.9% |
| Participant deferral / active EE | $1,950 | $2,643-26.2% | $4,168-53.2% | $3,607-46.0% |
| Admin fee / account holder | $2,943 | $6,370-53.8% | $7,088-58.5% | $5,124-42.6% |