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 | $25,531 | $99,032-74.2% | $80,019-68.1% | $135,375-81.1% |
| Participation rate | 78.6% | 78.4%+0.2pp | 75.8%+2.7pp | 82.6%-4.1pp |
| Annual return | 1.96% | 15.39%-13.4pp | 11.22%-9.3pp | 519.73%-517.8pp |
| Employer contribution / active EE | $2,413 | $3,043-20.7% | $2,468-2.2% | $4,779-49.5% |
| Participant deferral / active EE | $4,374 | $4,282+2.1% | $3,686+18.7% | $5,609-22.0% |
| Admin fee / account holder | $594 | $10,436-94.3% | $6,521-90.9% | $10,827-94.5% |