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 | $43,573 | $78,422-44.4% | $95,952-54.6% | $79,858-45.4% |
| Participation rate | 73.8% | 73.5%+0.3pp | 77.1%-3.3pp | 69.6%+4.2pp |
| Annual return | 16.76% | 19.37%-2.6pp | 91.61%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,693 | $1,945-13.0% | $2,541-33.4% | $2,471-31.5% |
| Participant deferral / active EE | $3,254 | $3,440-5.4% | $4,167-21.9% | $3,740-13.0% |
| Admin fee / account holder | $736 | $5,622-86.9% | $6,795-89.2% | $5,306-86.1% |