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 | $73,909 | $48,364+52.8% | $71,796+2.9% | $62,891+17.5% |
| Participation rate | 75.0% | 60.6%+14.4pp | 69.1%+5.9pp | 69.3%+5.7pp |
| Annual return | 5.55% | 13.16%-7.6pp | 78.04%-72.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $873 | $1,042-16.2% | $1,924-54.6% | $2,281-61.7% |
| Participant deferral / active EE | $2,665 | $2,091+27.4% | $2,794-4.6% | $3,203-16.8% |
| Admin fee / account holder | $344 | $3,771-90.9% | $4,815-92.8% | $4,296-92.0% |