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 | $37,832 | $48,076-21.3% | $78,689-51.9% | $62,891-39.8% |
| Participation rate | 72.0% | 65.2%+6.8pp | 73.6%-1.6pp | 69.3%+2.7pp |
| Annual return | 9.74% | 31.35%-21.6pp | 62.18%-52.4pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,886 | $2,015-6.4% | $2,851-33.8% | $2,281-17.3% |
| Participant deferral / active EE | $3,154 | $2,588+21.9% | $3,517-10.3% | $3,203-1.5% |
| Admin fee / account holder | $1,022 | $3,207-68.1% | $4,510-77.3% | $4,296-76.2% |