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 | $52,669 | $49,227+7.0% | $70,449-25.2% | $79,858-34.0% |
| Participation rate | 73.5% | 69.2%+4.4pp | 75.1%-1.5pp | 69.6%+3.9pp |
| Annual return | 7.42% | 30.06%-22.6pp | 109.03%-101.6pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,372 | $2,099-34.6% | $2,737-49.9% | $2,471-44.5% |
| Participant deferral / active EE | $2,503 | $2,768-9.6% | $3,709-32.5% | $3,740-33.1% |
| Admin fee / account holder | $2,520 | $2,878-12.4% | $3,845-34.5% | $5,306-52.5% |