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 | $42,980 | $78,422-45.2% | $95,952-55.2% | $79,858-46.2% |
| Participation rate | 70.3% | 73.5%-3.2pp | 77.1%-6.8pp | 69.6%+0.7pp |
| Annual return | 14.65% | 19.37%-4.7pp | 91.61%-77.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,875 | $1,945-3.6% | $2,541-26.2% | $2,471-24.1% |
| Participant deferral / active EE | $3,887 | $3,440+13.0% | $4,167-6.7% | $3,740+3.9% |
| Admin fee / account holder | $12,305 | $5,622+118.9% | $6,795+81.1% | $5,306+131.9% |