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 | $43,741 | $109,359-60.0% | $162,163-73.0% | $72,985-40.1% |
| Participation rate | 89.7% | 84.3%+5.5pp | 87.6%+2.2pp | 69.5%+20.3pp |
| Annual return | 22.73% | 25.46%-2.7pp | 115.59%-92.9pp | 81.00%-58.3pp |
| Employer contribution / active EE | $3,283 | $3,907-16.0% | $5,614-41.5% | $2,440+34.5% |
| Participant deferral / active EE | $6,869 | $5,481+25.3% | $7,298-5.9% | $3,607+90.4% |
| Admin fee / account holder | $9,004 | $7,972+13.0% | $10,843-17.0% | $5,124+75.7% |