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 | $39,995 | $76,367-47.6% | $93,606-57.3% | $72,985-45.2% |
| Participation rate | 92.3% | 71.7%+20.6pp | 75.8%+16.5pp | 69.5%+22.8pp |
| Annual return | 18.14% | 25.82%-7.7pp | 32.76%-14.6pp | 81.00%-62.9pp |
| Employer contribution / active EE | $2,467 | $2,275+8.4% | $2,718-9.2% | $2,440+1.1% |
| Participant deferral / active EE | $1,565 | $3,538-55.8% | $4,069-61.5% | $3,607-56.6% |
| Admin fee / account holder | $2,579 | $6,838-62.3% | $7,888-67.3% | $5,124-49.7% |