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 | $26,455 | $90,503-70.8% | $78,689-66.4% | $273,961-90.3% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 5.56% | 75.60%-70.0pp | 62.18%-56.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $3,736 | $3,176+17.6% | $2,851+31.0% | $4,869-23.3% |
| Participant deferral / active EE | $3,419 | $3,901-12.4% | $3,517-2.8% | $5,287-35.3% |
| Admin fee / account holder | $1,196 | $5,263-77.3% | $4,510-73.5% | $10,132-88.2% |