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 | $45,659 | $56,054-18.5% | $171,082-73.3% | $62,891-27.4% |
| Participation rate | 70.5% | 62.9%+7.6pp | 76.7%-6.2pp | 69.3%+1.1pp |
| Annual return | 8.24% | 22.52%-14.3pp | 32.56%-24.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,359 | $1,731-21.5% | $4,002-66.0% | $2,281-40.4% |
| Participant deferral / active EE | $3,373 | $3,158+6.8% | $4,797-29.7% | $3,203+5.3% |
| Admin fee / account holder | $2,519 | $3,647-30.9% | $8,520-70.4% | $4,296-41.4% |