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 | $48,379 | $87,841-44.9% | $133,980-63.9% | $62,891-23.1% |
| Participation rate | 76.0% | 83.4%-7.4pp | 87.1%-11.1pp | 69.3%+6.7pp |
| Annual return | 7.09% | 12.05%-5.0pp | 29.30%-22.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,218 | $3,483-36.3% | $5,211-57.4% | $2,281-2.8% |
| Participant deferral / active EE | $5,114 | $4,812+6.3% | $6,282-18.6% | $3,203+59.7% |
| Admin fee / account holder | $445 | $5,371-91.7% | $9,324-95.2% | $4,296-89.7% |