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 | $27,067 | $106,515-74.6% | $96,683-72.0% | $139,434-80.6% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | 12.70% | 38.43%-25.7pp | 35.69%-23.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,522 | $4,103-62.9% | $3,737-59.3% | $4,751-68.0% |
| Participant deferral / active EE | $2,134 | $5,454-60.9% | $4,878-56.3% | $6,710-68.2% |
| Admin fee / account holder | $7,839 | $7,877-0.5% | $6,730+16.5% | $11,403-31.3% |