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 | $33,450 | $93,346-64.2% | $71,796-53.4% | $273,961-87.8% |
| Participation rate | 93.3% | 76.5%+16.8pp | 69.1%+24.2pp | 83.0%+10.3pp |
| Annual return | 4.30% | 130.39%-126.1pp | 78.04%-73.7pp | 41.45%-37.2pp |
| Employer contribution / active EE | $2,681 | $2,733-1.9% | $1,924+39.3% | $4,869-44.9% |
| Participant deferral / active EE | $6,516 | $3,475+87.5% | $2,794+133.2% | $5,287+23.2% |
| Admin fee / account holder | $2,880 | $6,571-56.2% | $4,815-40.2% | $10,132-71.6% |