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 3-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 | $48,542 | $109,881-55.8% | $150,045-67.6% | $84,808-42.8% |
| Participation rate | 76.9% | 76.1%+0.8pp | 82.3%-5.4pp | 68.3%+8.6pp |
| Annual return | 17.36% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,634 | $3,561+2.0% | $4,693-22.6% | $2,631+38.1% |
| Participant deferral / active EE | $7,346 | $6,636+10.7% | $7,997-8.1% | $4,212+74.4% |
| Admin fee / account holder | $3,284 | $8,568-61.7% | $13,435-75.6% | $7,344-55.3% |