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 | $45,195 | $86,929-48.0% | $102,423-55.9% | $80,856-44.1% |
| Participation rate | 82.1% | 72.4%+9.7pp | 76.5%+5.6pp | 67.6%+14.5pp |
| Annual return | 11.50% | 18.88%-7.4pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,380 | $2,369-41.8% | $3,023-54.4% | $2,755-49.9% |
| Participant deferral / active EE | $2,380 | $4,118-42.2% | $5,053-52.9% | $4,296-44.6% |
| Admin fee / account holder | $7,640 | $8,049-5.1% | $9,451-19.2% | $6,918+10.4% |