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 | $38,033 | $88,707-57.1% | $74,183-48.7% | $273,961-86.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 7.06% | 11.94%-4.9pp | 17.74%-10.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,036 | $3,159-35.5% | $2,370-14.1% | $4,869-58.2% |
| Participant deferral / active EE | $2,245 | $4,212-46.7% | $3,550-36.7% | $5,287-57.5% |
| Admin fee / account holder | $2,673 | $8,717-69.3% | $5,586-52.1% | $10,132-73.6% |