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 | $56,442 | $73,933-23.7% | $96,683-41.6% | $75,163-24.9% |
| Participation rate | 87.3% | 66.4%+20.9pp | 74.3%+13.0pp | 67.2%+20.1pp |
| Annual return | 19.85% | 26.70%-6.8pp | 35.69%-15.8pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,094 | $2,928-28.5% | $3,737-44.0% | $2,670-21.6% |
| Participant deferral / active EE | $7,013 | $3,659+91.7% | $4,878+43.8% | $4,125+70.0% |
| Admin fee / account holder | $2,268 | $5,216-56.5% | $6,730-66.3% | $5,651-59.9% |