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 | $30,759 | $46,553-33.9% | $64,056-52.0% | $75,163-59.1% |
| Participation rate | 93.3% | 65.9%+27.4pp | 72.3%+21.0pp | 67.2%+26.1pp |
| Annual return | 18.56% | 26.03%-7.5pp | 33.69%-15.1pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,166 | $1,974+9.7% | $2,747-21.1% | $2,670-18.9% |
| Participant deferral / active EE | $2,166 | $2,837-23.6% | $3,880-44.2% | $4,125-47.5% |
| Admin fee / account holder | $765 | $2,952-74.1% | $3,068-75.1% | $5,651-86.5% |