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 | $41,151 | $108,825-62.2% | $156,181-73.7% | $82,448-50.1% |
| Participation rate | 77.4% | 72.4%+5.1pp | 78.8%-1.4pp | 68.1%+9.4pp |
| Annual return | 12.79% | 20.59%-7.8pp | 64.87%-52.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,240 | $2,870-21.9% | $4,294-47.8% | $2,551-12.2% |
| Participant deferral / active EE | $3,705 | $4,577-19.1% | $6,132-39.6% | $4,139-10.5% |
| Admin fee / account holder | $4,368 | $9,341-53.2% | $14,586-70.1% | $7,234-39.6% |