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 | $38,367 | $99,341-61.4% | $84,750-54.7% | $273,961-86.0% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 4.73% | 22.93%-18.2pp | 22.78%-18.1pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,133 | $4,214-49.4% | $3,574-40.3% | $4,869-56.2% |
| Participant deferral / active EE | $11,457 | $4,269+168.4% | $3,712+208.7% | $5,287+116.7% |
| Admin fee / account holder | $1,122 | $6,644-83.1% | $5,332-79.0% | $10,132-88.9% |