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 | $32,537 | $96,557-66.3% | $80,975-59.8% | $273,961-88.1% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 7.47% | 15.14%-7.7pp | 17.10%-9.6pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,349 | $4,868-51.8% | $3,714-36.8% | $4,869-51.8% |
| Participant deferral / active EE | $7,076 | $6,598+7.2% | $5,696+24.2% | $5,287+33.8% |
| Admin fee / account holder | $2,868 | $7,492-61.7% | $5,516-48.0% | $10,132-71.7% |