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 | $54,967 | $65,365-15.9% | $92,893-40.8% | $72,985-24.7% |
| Participation rate | 77.4% | 68.3%+9.1pp | 76.0%+1.4pp | 69.5%+7.9pp |
| Annual return | 20.76% | 42.10%-21.3pp | 109.41%-88.7pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,199 | $2,594-15.2% | $3,653-39.8% | $2,440-9.9% |
| Participant deferral / active EE | $3,311 | $3,128+5.9% | $4,236-21.8% | $3,607-8.2% |
| Admin fee / account holder | $487 | $4,251-88.5% | $5,794-91.6% | $5,124-90.5% |