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 | $42,200 | $48,076-12.2% | $78,689-46.4% | $62,891-32.9% |
| Participation rate | 97.1% | 65.2%+31.9pp | 73.6%+23.6pp | 69.3%+27.8pp |
| Annual return | 10.86% | 31.35%-20.5pp | 62.18%-51.3pp | 20.14%-9.3pp |
| Employer contribution / active EE | $3,746 | $2,015+86.0% | $2,851+31.4% | $2,281+64.2% |
| Participant deferral / active EE | $4,823 | $2,588+86.4% | $3,517+37.1% | $3,203+50.6% |
| Admin fee / account holder | $1,467 | $3,207-54.3% | $4,510-67.5% | $4,296-65.8% |