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 | $34,889 | $88,707-60.7% | $74,183-53.0% | $273,961-87.3% |
| Participation rate | 82.4% | 79.4%+2.9pp | 76.6%+5.7pp | 83.0%-0.7pp |
| Annual return | 9.38% | 11.94%-2.6pp | 17.74%-8.4pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,823 | $3,159-42.3% | $2,370-23.1% | $4,869-62.6% |
| Participant deferral / active EE | $5,951 | $4,212+41.3% | $3,550+67.7% | $5,287+12.6% |
| Admin fee / account holder | $628 | $8,717-92.8% | $5,586-88.8% | $10,132-93.8% |