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 | $54,953 | $86,929-36.8% | $102,423-46.3% | $80,856-32.0% |
| Participation rate | 74.0% | 72.4%+1.6pp | 76.5%-2.5pp | 67.6%+6.4pp |
| Annual return | 18.04% | 18.88%-0.8pp | 29.32%-11.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,169 | $2,369-50.7% | $3,023-61.3% | $2,755-57.6% |
| Participant deferral / active EE | $2,492 | $4,118-39.5% | $5,053-50.7% | $4,296-42.0% |
| Admin fee / account holder | $1,150 | $8,049-85.7% | $9,451-87.8% | $6,918-83.4% |