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 | $20,674 | $49,227-58.0% | $70,449-70.7% | $79,858-74.1% |
| Participation rate | 85.7% | 69.2%+16.5pp | 75.1%+10.7pp | 69.6%+16.1pp |
| Annual return | 14.27% | 30.06%-15.8pp | 109.03%-94.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $3,298 | $2,099+57.1% | $2,737+20.5% | $2,471+33.5% |
| Participant deferral / active EE | $2,588 | $2,768-6.5% | $3,709-30.2% | $3,740-30.8% |
| Admin fee / account holder | $606 | $2,878-78.9% | $3,845-84.2% | $5,306-88.6% |