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 | $43,120 | $102,245-57.8% | $89,340-51.7% | $137,256-68.6% |
| Participation rate | 87.0% | 74.9%+12.1pp | 69.6%+17.4pp | 80.0%+7.0pp |
| Annual return | 10.83% | 21.89%-11.1pp | 20.57%-9.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,275 | $2,529-10.0% | $2,231+2.0% | $4,156-45.2% |
| Participant deferral / active EE | $6,153 | $4,436+38.7% | $3,823+60.9% | $6,407-4.0% |
| Admin fee / account holder | $12,934 | $8,085+60.0% | $6,704+92.9% | $12,270+5.4% |