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 | $46,554 | $93,346-50.1% | $71,796-35.2% | $273,961-83.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 5.72% | 130.39%-124.7pp | 78.04%-72.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,430 | $2,733-11.1% | $1,924+26.3% | $4,869-50.1% |
| Participant deferral / active EE | $3,704 | $3,475+6.6% | $2,794+32.6% | $5,287-29.9% |
| Admin fee / account holder | $3,151 | $6,571-52.0% | $4,815-34.6% | $10,132-68.9% |