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 | $31,150 | $45,035-30.8% | $62,995-50.6% | $70,131-55.6% |
| Participation rate | 86.0% | 69.5%+16.5pp | 74.8%+11.2pp | 69.5%+16.5pp |
| Annual return | 18.51% | 18.76%-0.2pp | 87.57%-69.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $2,075 | $2,051+1.1% | $2,759-24.8% | $2,342-11.4% |
| Participant deferral / active EE | $2,900 | $2,465+17.7% | $3,329-12.9% | $3,332-13.0% |
| Admin fee / account holder | $548 | $2,834-80.7% | $3,600-84.8% | $4,645-88.2% |