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 | $19,208 | $99,341-80.7% | $84,750-77.3% | $273,961-93.0% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 6.93% | 22.93%-16.0pp | 22.78%-15.9pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,027 | $4,214-51.9% | $3,574-43.3% | $4,869-58.4% |
| Participant deferral / active EE | $3,808 | $4,269-10.8% | $3,712+2.6% | $5,287-28.0% |
| Admin fee / account holder | $409 | $6,644-93.9% | $5,332-92.3% | $10,132-96.0% |