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 | $40,052 | $67,606-40.8% | $82,313-51.3% | $70,131-42.9% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.9%-4.9pp | 69.5%+2.5pp |
| Annual return | 13.44% | 21.57%-8.1pp | 25.88%-12.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,580 | $1,755-9.9% | $2,428-34.9% | $2,342-32.5% |
| Participant deferral / active EE | $3,044 | $2,987+1.9% | $3,706-17.9% | $3,332-8.6% |
| Admin fee / account holder | $497 | $4,512-89.0% | $5,608-91.1% | $4,645-89.3% |