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 | $11,433 | $45,073-74.6% | $69,455-83.5% | $72,985-84.3% |
| Participation rate | 84.1% | 68.5%+15.6pp | 74.6%+9.4pp | 69.5%+14.6pp |
| Annual return | 23.36% | 22.65%+0.7pp | 28.97%-5.6pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,938 | $2,054-5.6% | $2,779-30.3% | $2,440-20.6% |
| Participant deferral / active EE | $2,216 | $2,602-14.8% | $3,535-37.3% | $3,607-38.6% |
| Admin fee / account holder | $1,915 | $3,056-37.3% | $3,839-50.1% | $5,124-62.6% |