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 | $42,061 | $76,367-44.9% | $93,606-55.1% | $72,985-42.4% |
| Participation rate | 91.5% | 71.7%+19.8pp | 75.8%+15.7pp | 69.5%+22.0pp |
| Annual return | 24.55% | 25.82%-1.3pp | 32.76%-8.2pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,079 | $2,275-8.6% | $2,718-23.5% | $2,440-14.8% |
| Participant deferral / active EE | $3,751 | $3,538+6.0% | $4,069-7.8% | $3,607+4.0% |
| Admin fee / account holder | $464 | $6,838-93.2% | $7,888-94.1% | $5,124-90.9% |