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 | $41,220 | $76,552-46.2% | $123,892-66.7% | $62,891-34.5% |
| Participation rate | 73.5% | 73.0%+0.5pp | 81.4%-7.9pp | 69.3%+4.2pp |
| Annual return | 6.18% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,330 | $2,883-53.9% | $4,617-71.2% | $2,281-41.7% |
| Participant deferral / active EE | $4,620 | $4,840-4.6% | $5,984-22.8% | $3,203+44.2% |
| Admin fee / account holder | $6,549 | $4,826+35.7% | $8,357-21.6% | $4,296+52.5% |