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 5-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 | $15,234 | $60,022-74.6% | $88,946-82.9% | $84,808-82.0% |
| Participation rate | 79.3% | 57.8%+21.5pp | 68.8%+10.5pp | 68.3%+11.0pp |
| Annual return | 21.70% | 22.43%-0.7pp | 57.82%-36.1pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,675 | $1,703-1.6% | $2,555-34.4% | $2,631-36.3% |
| Participant deferral / active EE | $3,141 | $3,114+0.9% | $4,581-31.4% | $4,212-25.4% |
| Admin fee / account holder | $1,070 | $4,811-77.8% | $8,261-87.0% | $7,344-85.4% |