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 | $44,001 | $80,717-45.5% | $154,803-71.6% | $84,808-48.1% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 17.79% | 37.96%-20.2pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,402 | $2,761-13.0% | $4,305-44.2% | $2,631-8.7% |
| Participant deferral / active EE | $5,157 | $3,303+56.1% | $5,540-6.9% | $4,212+22.4% |
| Admin fee / account holder | $9,059 | $6,746+34.3% | $14,329-36.8% | $7,344+23.4% |