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 | $24,823 | $90,503-72.6% | $78,689-68.5% | $273,961-90.9% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 19.57% | 75.60%-56.0pp | 62.18%-42.6pp | 41.45%-21.9pp |
| Employer contribution / active EE | $4,332 | $3,176+36.4% | $2,851+52.0% | $4,869-11.0% |
| Participant deferral / active EE | $4,182 | $3,901+7.2% | $3,517+18.9% | $5,287-20.9% |
| Admin fee / account holder | $318 | $5,263-94.0% | $4,510-93.0% | $10,132-96.9% |