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 | $48,236 | $53,822-10.4% | $75,696-36.3% | $85,850-43.8% |
| Participation rate | 87.2% | 69.1%+18.1pp | 74.8%+12.3pp | 69.3%+17.9pp |
| Annual return | 25.12% | 24.54%+0.6pp | 104.53%-79.4pp | 318.53%-293.4pp |
| Employer contribution / active EE | $1,891 | $2,017-6.3% | $2,743-31.1% | $2,565-26.3% |
| Participant deferral / active EE | $3,642 | $2,895+25.8% | $3,821-4.7% | $3,952-7.8% |
| Admin fee / account holder | $7,315 | $3,343+118.8% | $3,619+102.1% | $6,260+16.8% |