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 | $29,357 | $93,346-68.6% | $71,796-59.1% | $273,961-89.3% |
| Participation rate | 91.7% | 76.5%+15.1pp | 69.1%+22.6pp | 83.0%+8.7pp |
| Annual return | 5.94% | 130.39%-124.4pp | 78.04%-72.1pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,219 | $2,733-55.4% | $1,924-36.7% | $4,869-75.0% |
| Participant deferral / active EE | $5,178 | $3,475+49.0% | $2,794+85.3% | $5,287-2.1% |
| Admin fee / account holder | $2,255 | $6,571-65.7% | $4,815-53.2% | $10,132-77.7% |