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 | $32,186 | $54,762-41.2% | $90,281-64.3% | $72,985-55.9% |
| Participation rate | 72.7% | 65.1%+7.6pp | 73.3%-0.5pp | 69.5%+3.2pp |
| Annual return | 17.86% | 30.63%-12.8pp | 78.10%-60.2pp | 81.00%-63.1pp |
| Employer contribution / active EE | $2,156 | $2,092+3.0% | $2,854-24.5% | $2,440-11.6% |
| Participant deferral / active EE | $931 | $2,887-67.7% | $3,885-76.0% | $3,607-74.2% |
| Admin fee / account holder | $2,935 | $3,972-26.1% | $5,351-45.2% | $5,124-42.7% |