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 | $15,293 | $68,719-77.7% | $91,541-83.3% | $84,808-82.0% |
| Participation rate | 75.6% | 64.5%+11.0pp | 69.8%+5.8pp | 68.3%+7.2pp |
| Annual return | 14.24% | 19.12%-4.9pp | 20.50%-6.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,293 | $1,920-32.7% | $2,505-48.4% | $2,631-50.9% |
| Participant deferral / active EE | $3,215 | $3,136+2.5% | $4,008-19.8% | $4,212-23.7% |
| Admin fee / account holder | $9,394 | $5,786+62.3% | $6,956+35.0% | $7,344+27.9% |