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 | $32,987 | $118,450-72.2% | $98,439-66.5% | $139,434-76.3% |
| Participation rate | 70.8% | 77.4%-6.6pp | 75.2%-4.3pp | 80.3%-9.5pp |
| Annual return | 16.78% | 18.94%-2.2pp | 21.16%-4.4pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,611 | $3,609-27.7% | $3,048-14.4% | $4,751-45.1% |
| Participant deferral / active EE | $6,108 | $5,392+13.3% | $4,738+28.9% | $6,710-9.0% |
| Admin fee / account holder | $19,414 | $14,026+38.4% | $8,948+117.0% | $11,403+70.3% |