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 | $53,551 | $82,879-35.4% | $96,576-44.6% | $67,986-21.2% |
| Participation rate | 90.8% | 75.2%+15.6pp | 81.4%+9.3pp | 57.2%+33.5pp |
| Annual return | 19.50% | 36.90%-17.4pp | 38.47%-19.0pp | 31.67%-12.2pp |
| Employer contribution / active EE | $997 | $2,727-63.4% | $3,553-71.9% | $2,019-50.6% |
| Participant deferral / active EE | $7,541 | $6,976+8.1% | $7,956-5.2% | $3,358+124.6% |
| Admin fee / account holder | $8,592 | $2,783+208.7% | $11,381-24.5% | $3,203+168.2% |