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 | $22,993 | $90,503-74.6% | $78,689-70.8% | $273,961-91.6% |
| Participation rate | 95.8% | 76.5%+19.3pp | 73.6%+22.3pp | 83.0%+12.8pp |
| Annual return | 5.95% | 75.60%-69.7pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,765 | $3,176-44.4% | $2,851-38.1% | $4,869-63.7% |
| Participant deferral / active EE | $3,842 | $3,901-1.5% | $3,517+9.2% | $5,287-27.3% |
| Admin fee / account holder | $867 | $5,263-83.5% | $4,510-80.8% | $10,132-91.4% |