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 | $42,154 | $60,349-30.1% | $74,183-43.2% | $62,891-33.0% |
| Participation rate | 97.1% | 72.7%+24.3pp | 76.6%+20.4pp | 69.3%+27.8pp |
| Annual return | 6.13% | 21.37%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,421 | $1,680-15.4% | $2,370-40.1% | $2,281-37.7% |
| Participant deferral / active EE | $2,344 | $2,856-17.9% | $3,550-34.0% | $3,203-26.8% |
| Admin fee / account holder | $2,737 | $4,261-35.8% | $5,586-51.0% | $4,296-36.3% |