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 | $43,051 | $72,492-40.6% | $87,100-50.6% | $72,985-41.0% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.9%+7.5pp | 69.5%+14.9pp |
| Annual return | 20.48% | 24.46%-4.0pp | 28.19%-7.7pp | 81.00%-60.5pp |
| Employer contribution / active EE | $823 | $1,894-56.6% | $2,521-67.4% | $2,440-66.3% |
| Participant deferral / active EE | $3,494 | $3,270+6.9% | $4,049-13.7% | $3,607-3.2% |
| Admin fee / account holder | $637 | $5,055-87.4% | $7,497-91.5% | $5,124-87.6% |