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 | $47,814 | $76,552-37.5% | $123,892-61.4% | $62,891-24.0% |
| Participation rate | 82.8% | 73.0%+9.8pp | 81.4%+1.3pp | 69.3%+13.5pp |
| Annual return | 7.07% | 18.68%-11.6pp | 47.52%-40.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,436 | $2,883-15.5% | $4,617-47.2% | $2,281+6.8% |
| Participant deferral / active EE | $5,299 | $4,840+9.5% | $5,984-11.5% | $3,203+65.4% |
| Admin fee / account holder | $9,187 | $4,826+90.4% | $8,357+9.9% | $4,296+113.9% |