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 | $39,695 | $35,183+12.8% | $73,545-46.0% | $70,131-43.4% |
| Participation rate | 90.2% | 42.9%+47.3pp | 54.9%+35.3pp | 69.5%+20.7pp |
| Annual return | 12.79% | 26.90%-14.1pp | -15.16%+28.0pp | 73.14%-60.3pp |
| Employer contribution / active EE | $962 | $709+35.7% | $1,219-21.1% | $2,342-58.9% |
| Participant deferral / active EE | $1,335 | $1,220+9.4% | $1,806-26.1% | $3,332-59.9% |
| Admin fee / account holder | $1,650 | $2,302-28.3% | $2,320-28.9% | $4,645-64.5% |