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 | $41,353 | $67,411-38.7% | $91,001-54.6% | $70,131-41.0% |
| Participation rate | 72.9% | 71.4%+1.6pp | 75.6%-2.7pp | 69.5%+3.4pp |
| Annual return | 17.65% | -40.16%+57.8pp | 4.60%+13.0pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,025 | $1,786+13.4% | $2,456-17.5% | $2,342-13.6% |
| Participant deferral / active EE | $4,375 | $2,823+55.0% | $3,547+23.3% | $3,332+31.3% |
| Admin fee / account holder | $6,899 | $4,236+62.9% | $5,417+27.4% | $4,645+48.5% |