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 | $24,937 | $49,227-49.3% | $70,449-64.6% | $79,858-68.8% |
| Participation rate | 96.6% | 69.2%+27.4pp | 75.1%+21.6pp | 69.6%+27.0pp |
| Annual return | 14.64% | 30.06%-15.4pp | 109.03%-94.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,962 | $2,099-6.5% | $2,737-28.3% | $2,471-20.6% |
| Participant deferral / active EE | $5,700 | $2,768+106.0% | $3,709+53.7% | $3,740+52.4% |
| Admin fee / account holder | $2,932 | $2,878+1.9% | $3,845-23.7% | $5,306-44.7% |