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 | $46,595 | $57,016-18.3% | $84,966-45.2% | $80,856-42.4% |
| Participation rate | 71.2% | 56.3%+14.8pp | 67.5%+3.7pp | 67.6%+3.5pp |
| Annual return | 14.89% | 21.66%-6.8pp | 66.38%-51.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,185 | $1,798-34.1% | $2,727-56.5% | $2,755-57.0% |
| Participant deferral / active EE | $2,472 | $3,110-20.5% | $4,519-45.3% | $4,296-42.4% |
| Admin fee / account holder | $1,638 | $4,980-67.1% | $6,149-73.4% | $6,918-76.3% |