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 3-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 | $40,686 | $95,803-57.5% | $113,168-64.0% | $84,808-52.0% |
| Participation rate | 91.2% | 72.9%+18.4pp | 76.6%+14.7pp | 68.3%+22.9pp |
| Annual return | 17.70% | 25.00%-7.3pp | 24.27%-6.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,236 | $2,360-5.3% | $2,975-24.8% | $2,631-15.0% |
| Participant deferral / active EE | $3,776 | $4,242-11.0% | $5,107-26.1% | $4,212-10.4% |
| Admin fee / account holder | $2,315 | $8,989-74.2% | $12,068-80.8% | $7,344-68.5% |