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 | $31,174 | $54,762-43.1% | $90,281-65.5% | $72,985-57.3% |
| Participation rate | 71.4% | 65.1%+6.3pp | 73.3%-1.8pp | 69.5%+1.9pp |
| Annual return | 24.81% | 30.63%-5.8pp | 78.10%-53.3pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,463 | $2,092-30.1% | $2,854-48.8% | $2,440-40.1% |
| Participant deferral / active EE | $2,973 | $2,887+3.0% | $3,885-23.5% | $3,607-17.6% |
| Admin fee / account holder | $663 | $3,972-83.3% | $5,351-87.6% | $5,124-87.1% |