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 | $34,288 | $96,557-64.5% | $80,975-57.7% | $273,961-87.5% |
| Participation rate | 77.8% | 79.1%-1.3pp | 75.8%+2.0pp | 83.0%-5.2pp |
| Annual return | 11.45% | 15.14%-3.7pp | 17.10%-5.7pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,127 | $4,868-76.8% | $3,714-69.6% | $4,869-76.8% |
| Participant deferral / active EE | $2,564 | $6,598-61.1% | $5,696-55.0% | $5,287-51.5% |
| Admin fee / account holder | $341 | $7,492-95.4% | $5,516-93.8% | $10,132-96.6% |