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 | $22,250 | $96,557-77.0% | $80,975-72.5% | $273,961-91.9% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 5.33% | 15.14%-9.8pp | 17.10%-11.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,371 | $4,868-71.8% | $3,714-63.1% | $4,869-71.9% |
| Participant deferral / active EE | $1,589 | $6,598-75.9% | $5,696-72.1% | $5,287-69.9% |
| Admin fee / account holder | $400 | $7,492-94.7% | $5,516-92.7% | $10,132-96.1% |