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 | $39,613 | $60,892-34.9% | $82,389-51.9% | $84,808-53.3% |
| Participation rate | 71.9% | 63.3%+8.6pp | 69.5%+2.3pp | 68.3%+3.6pp |
| Annual return | 15.12% | 37.29%-22.2pp | 28.67%-13.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,444 | $1,779-18.8% | $2,517-42.6% | $2,631-45.1% |
| Participant deferral / active EE | $4,848 | $3,179+52.5% | $4,155+16.7% | $4,212+15.1% |
| Admin fee / account holder | $1,781 | $5,467-67.4% | $7,231-75.4% | $7,344-75.7% |