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 | $24,805 | $68,547-63.8% | $120,354-79.4% | $80,856-69.3% |
| Participation rate | 91.0% | 61.6%+29.4pp | 71.9%+19.1pp | 67.6%+23.4pp |
| Annual return | 14.53% | 23.60%-9.1pp | 107.15%-92.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,237 | $2,051+9.1% | $3,463-35.4% | $2,755-18.8% |
| Participant deferral / active EE | $5,289 | $3,173+66.7% | $4,991+6.0% | $4,296+23.1% |
| Admin fee / account holder | $4,943 | $5,732-13.8% | $9,423-47.5% | $6,918-28.5% |