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 | $40,355 | $57,057-29.3% | $85,009-52.5% | $80,874-50.1% |
| Participation rate | 88.7% | 56.4%+32.4pp | 67.5%+21.2pp | 67.6%+21.1pp |
| Annual return | 15.94% | 21.66%-5.7pp | 66.47%-50.5pp | 35.62%-19.7pp |
| Employer contribution / active EE | $1,903 | $1,799+5.8% | $2,728-30.3% | $2,756-31.0% |
| Participant deferral / active EE | $6,002 | $3,112+92.9% | $4,522+32.7% | $4,297+39.7% |
| Admin fee / account holder | $5,659 | $4,986+13.5% | $6,153-8.0% | $6,935-18.4% |