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 | $41,896 | $86,929-51.8% | $102,423-59.1% | $80,856-48.2% |
| Participation rate | 86.5% | 72.4%+14.1pp | 76.5%+10.0pp | 67.6%+18.8pp |
| Annual return | 18.52% | 18.88%-0.4pp | 29.32%-10.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $2,791 | $2,369+17.8% | $3,023-7.7% | $2,755+1.3% |
| Participant deferral / active EE | $3,995 | $4,118-3.0% | $5,053-20.9% | $4,296-7.0% |
| Admin fee / account holder | $628 | $8,049-92.2% | $9,451-93.4% | $6,918-90.9% |