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 | $41,448 | $63,346-34.6% | $92,233-55.1% | $70,131-40.9% |
| Participation rate | 75.7% | 68.7%+7.0pp | 76.5%-0.8pp | 69.5%+6.1pp |
| Annual return | 17.53% | 530.12%-512.6pp | 176.28%-158.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $521 | $2,471-78.9% | $3,679-85.8% | $2,342-77.8% |
| Participant deferral / active EE | $2,547 | $2,854-10.7% | $3,897-34.6% | $3,332-23.5% |
| Admin fee / account holder | $2,460 | $3,840-35.9% | $5,194-52.6% | $4,645-47.0% |