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 | $44,285 | $81,248-45.5% | $155,509-71.5% | $80,856-45.2% |
| Participation rate | 81.3% | 66.2%+15.0pp | 78.2%+3.1pp | 67.6%+13.6pp |
| Annual return | 11.98% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,090 | $3,100-64.8% | $4,672-76.7% | $2,755-60.4% |
| Participant deferral / active EE | $2,079 | $3,452-39.8% | $5,626-63.0% | $4,296-51.6% |
| Admin fee / account holder | $932 | $7,997-88.3% | $15,912-94.1% | $6,918-86.5% |