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 | $46,599 | $72,277-35.5% | $101,248-54.0% | $79,858-41.6% |
| Participation rate | 78.6% | 68.5%+10.1pp | 75.8%+2.8pp | 69.6%+8.9pp |
| Annual return | 10.80% | 22.30%-11.5pp | 46.47%-35.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $2,095 | $2,692-22.2% | $3,660-42.8% | $2,471-15.2% |
| Participant deferral / active EE | $1,653 | $3,282-49.6% | $4,370-62.2% | $3,740-55.8% |
| Admin fee / account holder | $7,114 | $4,400+61.7% | $5,945+19.7% | $5,306+34.1% |