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 | $49,323 | $71,050-30.6% | $93,606-47.3% | $80,856-39.0% |
| Participation rate | 77.4% | 60.4%+17.0pp | 68.7%+8.7pp | 67.6%+9.8pp |
| Annual return | 13.60% | 11.26%+2.3pp | 133.20%-119.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,307 | $1,564-16.4% | $2,420-46.0% | $2,755-52.6% |
| Participant deferral / active EE | $2,438 | $4,034-39.6% | $4,411-44.7% | $4,296-43.2% |
| Admin fee / account holder | $2,704 | $6,945-61.1% | $8,285-67.4% | $6,918-60.9% |