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 | $42,370 | $72,492-41.6% | $87,100-51.4% | $72,985-41.9% |
| Participation rate | 70.2% | 72.8%-2.6pp | 76.9%-6.7pp | 69.5%+0.7pp |
| Annual return | 35.57% | 24.46%+11.1pp | 28.19%+7.4pp | 81.00%-45.4pp |
| Employer contribution / active EE | $3,808 | $1,894+101.1% | $2,521+51.0% | $2,440+56.1% |
| Participant deferral / active EE | $6,452 | $3,270+97.3% | $4,049+59.4% | $3,607+78.9% |
| Admin fee / account holder | $1,464 | $5,055-71.0% | $7,497-80.5% | $5,124-71.4% |