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 | $45,566 | $59,839-23.9% | $81,983-44.4% | $79,858-42.9% |
| Participation rate | 77.8% | 61.6%+16.2pp | 69.2%+8.5pp | 69.6%+8.1pp |
| Annual return | 30.02% | 17.56%+12.5pp | 41.31%-11.3pp | 31.71%-1.7pp |
| Employer contribution / active EE | $2,934 | $1,713+71.3% | $2,498+17.5% | $2,471+18.8% |
| Participant deferral / active EE | $3,245 | $2,695+20.4% | $3,722-12.8% | $3,740-13.2% |
| Admin fee / account holder | $424 | $4,287-90.1% | $5,664-92.5% | $5,306-92.0% |