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 | $32,365 | $72,277-55.2% | $101,248-68.0% | $79,858-59.5% |
| Participation rate | 77.8% | 68.5%+9.3pp | 75.8%+2.0pp | 69.6%+8.1pp |
| Annual return | 17.36% | 22.30%-4.9pp | 46.47%-29.1pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,502 | $2,692-7.0% | $3,660-31.6% | $2,471+1.3% |
| Participant deferral / active EE | $1,967 | $3,282-40.1% | $4,370-55.0% | $3,740-47.4% |
| Admin fee / account holder | $549 | $4,400-87.5% | $5,945-90.8% | $5,306-89.6% |