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 | $37,385 | $48,076-22.2% | $78,689-52.5% | $62,891-40.6% |
| Participation rate | 85.1% | 65.2%+19.9pp | 73.6%+11.5pp | 69.3%+15.8pp |
| Annual return | 6.13% | 31.35%-25.2pp | 62.18%-56.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,338 | $2,015-33.6% | $2,851-53.1% | $2,281-41.4% |
| Participant deferral / active EE | $2,665 | $2,588+3.0% | $3,517-24.2% | $3,203-16.8% |
| Admin fee / account holder | $496 | $3,207-84.5% | $4,510-89.0% | $4,296-88.4% |