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 | $32,301 | $43,075-25.0% | $74,583-56.7% | $62,891-48.6% |
| Participation rate | 81.8% | 58.1%+23.8pp | 68.1%+13.7pp | 69.3%+12.5pp |
| Annual return | 12.49% | 17.50%-5.0pp | 20.47%-8.0pp | 20.14%-7.7pp |
| Employer contribution / active EE | $1,488 | $1,498-0.6% | $2,525-41.1% | $2,281-34.8% |
| Participant deferral / active EE | $4,241 | $2,389+77.5% | $3,458+22.6% | $3,203+32.4% |
| Admin fee / account holder | $590 | $2,840-79.2% | $4,138-85.7% | $4,296-86.3% |