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 | $45,216 | $86,922-48.0% | $102,438-55.9% | $80,874-44.1% |
| Participation rate | 89.6% | 72.4%+17.2pp | 76.5%+13.1pp | 67.6%+21.9pp |
| Annual return | 13.47% | 18.90%-5.4pp | 29.37%-15.9pp | 35.62%-22.1pp |
| Employer contribution / active EE | $1,637 | $2,369-30.9% | $3,024-45.8% | $2,756-40.6% |
| Participant deferral / active EE | $2,956 | $4,119-28.2% | $5,054-41.5% | $4,297-31.2% |
| Admin fee / account holder | $16,974 | $8,050+110.9% | $9,448+79.7% | $6,935+144.7% |