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 | $25,231 | $56,053-55.0% | $75,972-66.8% | $80,856-68.8% |
| Participation rate | 91.4% | 62.0%+29.4pp | 69.1%+22.4pp | 67.6%+23.8pp |
| Annual return | 14.15% | 20.53%-6.4pp | 359.55%-345.4pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,824 | $1,874-2.7% | $2,685-32.1% | $2,755-33.8% |
| Participant deferral / active EE | $3,952 | $3,052+29.5% | $4,255-7.1% | $4,296-8.0% |
| Admin fee / account holder | $2,639 | $5,234-49.6% | $6,467-59.2% | $6,918-61.9% |