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 | $23,417 | $76,552-69.4% | $123,892-81.1% | $62,891-62.8% |
| Participation rate | 96.6% | 73.0%+23.6pp | 81.4%+15.1pp | 69.3%+27.2pp |
| Annual return | 6.18% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,084 | $2,883-27.7% | $4,617-54.9% | $2,281-8.6% |
| Participant deferral / active EE | $2,585 | $4,840-46.6% | $5,984-56.8% | $3,203-19.3% |
| Admin fee / account holder | $4,210 | $4,826-12.8% | $8,357-49.6% | $4,296-2.0% |