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 | $47,746 | $54,541-12.5% | $78,778-39.4% | $70,131-31.9% |
| Participation rate | 75.0% | 60.8%+14.2pp | 69.2%+5.8pp | 69.5%+5.5pp |
| Annual return | 22.57% | 21.07%+1.5pp | 35.62%-13.0pp | 73.14%-50.6pp |
| Employer contribution / active EE | $1,376 | $1,089+26.4% | $1,986-30.7% | $2,342-41.3% |
| Participant deferral / active EE | $2,037 | $2,210-7.8% | $2,958-31.1% | $3,332-38.9% |
| Admin fee / account holder | $313 | $3,709-91.5% | $5,134-93.9% | $4,645-93.3% |