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 6-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 | $42,619 | $81,446-47.7% | $103,374-58.8% | $80,874-47.3% |
| Participation rate | 72.4% | 66.9%+5.6pp | 74.5%-2.1pp | 67.6%+4.8pp |
| Annual return | 16.16% | 25.57%-9.4pp | 24.89%-8.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $2,006 | $3,107-35.4% | $3,869-48.1% | $2,756-27.2% |
| Participant deferral / active EE | $3,727 | $3,870-3.7% | $5,058-26.3% | $4,297-13.3% |
| Admin fee / account holder | $501 | $6,715-92.5% | $8,394-94.0% | $6,935-92.8% |