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 | $23,776 | $60,349-60.6% | $74,183-67.9% | $62,891-62.2% |
| Participation rate | 80.4% | 72.7%+7.7pp | 76.6%+3.8pp | 69.3%+11.1pp |
| Annual return | 10.19% | 21.37%-11.2pp | 17.74%-7.5pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,572 | $1,680-6.4% | $2,370-33.7% | $2,281-31.1% |
| Participant deferral / active EE | $3,680 | $2,856+28.9% | $3,550+3.7% | $3,203+14.9% |
| Admin fee / account holder | $1,010 | $4,261-76.3% | $5,586-81.9% | $4,296-76.5% |