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 | $45,736 | $73,933-38.1% | $96,683-52.7% | $75,163-39.2% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 20.49% | 26.70%-6.2pp | 35.69%-15.2pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,885 | $2,928-35.6% | $3,737-49.6% | $2,670-29.4% |
| Participant deferral / active EE | $3,837 | $3,659+4.9% | $4,878-21.3% | $4,125-7.0% |
| Admin fee / account holder | $3,943 | $5,216-24.4% | $6,730-41.4% | $5,651-30.2% |