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 | $48,040 | $87,841-45.3% | $133,980-64.1% | $62,891-23.6% |
| Participation rate | 84.8% | 83.4%+1.5pp | 87.1%-2.2pp | 69.3%+15.5pp |
| Annual return | 7.22% | 12.05%-4.8pp | 29.30%-22.1pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,163 | $3,483-66.6% | $5,211-77.7% | $2,281-49.0% |
| Participant deferral / active EE | $2,526 | $4,812-47.5% | $6,282-59.8% | $3,203-21.1% |
| Admin fee / account holder | $304 | $5,371-94.3% | $9,324-96.7% | $4,296-92.9% |