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 | $45,097 | $48,076-6.2% | $78,689-42.7% | $62,891-28.3% |
| Participation rate | 76.9% | 65.2%+11.7pp | 73.6%+3.4pp | 69.3%+7.6pp |
| Annual return | 7.52% | 31.35%-23.8pp | 62.18%-54.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,267 | $2,015+12.5% | $2,851-20.5% | $2,281-0.6% |
| Participant deferral / active EE | $5,765 | $2,588+122.8% | $3,517+63.9% | $3,203+80.0% |
| Admin fee / account holder | $1,259 | $3,207-60.7% | $4,510-72.1% | $4,296-70.7% |