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 | $23,164 | $48,364-52.1% | $71,796-67.7% | $62,891-63.2% |
| Participation rate | 76.7% | 60.6%+16.0pp | 69.1%+7.6pp | 69.3%+7.4pp |
| Annual return | 10.16% | 13.16%-3.0pp | 78.04%-67.9pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,525 | $1,042+46.3% | $1,924-20.8% | $2,281-33.2% |
| Participant deferral / active EE | $2,723 | $2,091+30.2% | $2,794-2.6% | $3,203-15.0% |
| Admin fee / account holder | $2,181 | $3,771-42.2% | $4,815-54.7% | $4,296-49.2% |