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 | $22,122 | $63,764-65.3% | $81,930-73.0% | $79,858-72.3% |
| Participation rate | 98.1% | 67.5%+30.6pp | 72.0%+26.2pp | 69.6%+28.5pp |
| Annual return | 10.73% | 22.66%-11.9pp | 29.49%-18.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,433 | $1,795+35.5% | $4,310-43.6% | $2,471-1.5% |
| Participant deferral / active EE | $1,695 | $2,780-39.0% | $7,107-76.1% | $3,740-54.7% |
| Admin fee / account holder | $331 | $4,426-92.5% | $5,158-93.6% | $5,306-93.8% |