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 | $40,581 | $60,349-32.8% | $74,183-45.3% | $62,891-35.5% |
| Participation rate | 87.5% | 72.7%+14.8pp | 76.6%+10.9pp | 69.3%+18.2pp |
| Annual return | 7.08% | 21.37%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,030 | $1,680+20.8% | $2,370-14.3% | $2,281-11.0% |
| Participant deferral / active EE | $4,023 | $2,856+40.8% | $3,550+13.3% | $3,203+25.6% |
| Admin fee / account holder | $836 | $4,261-80.4% | $5,586-85.0% | $4,296-80.5% |