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 | $46,938 | $109,881-57.3% | $150,045-68.7% | $84,808-44.7% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 14.84% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,649 | $3,561-53.7% | $4,693-64.9% | $2,631-37.3% |
| Participant deferral / active EE | $5,998 | $6,636-9.6% | $7,997-25.0% | $4,212+42.4% |
| Admin fee / account holder | $4,327 | $8,568-49.5% | $13,435-67.8% | $7,344-41.1% |