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 | $52,183 | $67,606-22.8% | $82,313-36.6% | $70,131-25.6% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.9%-2.8pp | 69.5%+4.5pp |
| Annual return | 12.59% | 21.57%-9.0pp | 25.88%-13.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,402 | $1,755-20.1% | $2,428-42.3% | $2,342-40.1% |
| Participant deferral / active EE | $2,100 | $2,987-29.7% | $3,706-43.3% | $3,332-37.0% |
| Admin fee / account holder | $3,996 | $4,512-11.4% | $5,608-28.7% | $4,645-14.0% |