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 | $22,224 | $57,828-61.6% | $117,039-81.0% | $70,131-68.3% |
| Participation rate | 88.9% | 67.1%+21.8pp | 77.2%+11.7pp | 69.5%+19.3pp |
| Annual return | 17.93% | 17.55%+0.4pp | 18.95%-1.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,440 | $1,816+34.4% | $3,785-35.5% | $2,342+4.2% |
| Participant deferral / active EE | $2,876 | $2,438+18.0% | $3,929-26.8% | $3,332-13.7% |
| Admin fee / account holder | $381 | $3,548-89.2% | $5,974-93.6% | $4,645-91.8% |