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 | $26,857 | $60,022-55.3% | $88,946-69.8% | $84,808-68.3% |
| Participation rate | 94.7% | 57.8%+36.9pp | 68.8%+25.9pp | 68.3%+26.4pp |
| Annual return | 17.14% | 22.43%-5.3pp | 57.82%-40.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,670 | $1,703-1.9% | $2,555-34.6% | $2,631-36.5% |
| Participant deferral / active EE | $3,861 | $3,114+24.0% | $4,581-15.7% | $4,212-8.3% |
| Admin fee / account holder | $523 | $4,811-89.1% | $8,261-93.7% | $7,344-92.9% |