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 | $40,202 | $77,813-48.3% | $123,544-67.5% | $64,186-37.4% |
| Participation rate | 88.6% | 74.7%+13.9pp | 82.3%+6.3pp | 69.6%+19.0pp |
| Annual return | 4.67% | 12.48%-7.8pp | 119.20%-114.5pp | 7.63%-3.0pp |
| Employer contribution / active EE | $2,412 | $3,014-20.0% | $4,628-47.9% | $2,381+1.3% |
| Participant deferral / active EE | $4,133 | $5,240-21.1% | $6,426-35.7% | $3,470+19.1% |
| Admin fee / account holder | $7,590 | $5,519+37.5% | $9,284-18.2% | $4,888+55.3% |