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 | $45,380 | $60,349-24.8% | $74,183-38.8% | $62,891-27.8% |
| Participation rate | 82.9% | 72.7%+10.2pp | 76.6%+6.3pp | 69.3%+13.6pp |
| Annual return | 9.47% | 21.37%-11.9pp | 17.74%-8.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,538 | $1,680-8.5% | $2,370-35.1% | $2,281-32.6% |
| Participant deferral / active EE | $2,047 | $2,856-28.3% | $3,550-42.3% | $3,203-36.1% |
| Admin fee / account holder | $2,725 | $4,261-36.1% | $5,586-51.2% | $4,296-36.6% |