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 | $15,698 | $103,949-84.9% | $69,182-77.3% | $273,961-94.3% |
| Participation rate | 75.0% | 67.4%+7.6pp | 55.1%+19.9pp | 83.0%-8.0pp |
| Annual return | 15.50% | 35.28%-19.8pp | -21.93%+37.4pp | 41.45%-26.0pp |
| Employer contribution / active EE | $1,636 | $1,783-8.2% | $1,206+35.7% | $4,869-66.4% |
| Participant deferral / active EE | $652 | $2,716-76.0% | $1,897-65.6% | $5,287-87.7% |
| Admin fee / account holder | $523 | $3,671-85.7% | $2,697-80.6% | $10,132-94.8% |