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 | $36,812 | $65,685-44.0% | $57,179-35.6% | $273,961-86.6% |
| Participation rate | 95.8% | 78.3%+17.5pp | 75.3%+20.5pp | 83.0%+12.8pp |
| Annual return | 3.79% | 21.99%-18.2pp | 14.59%-10.8pp | 41.45%-37.7pp |
| Employer contribution / active EE | $8,273 | $3,279+152.3% | $2,682+208.4% | $4,869+69.9% |
| Participant deferral / active EE | $4,075 | $3,782+7.7% | $3,096+31.6% | $5,287-22.9% |
| Admin fee / account holder | $1,429 | $4,835-70.4% | $3,139-54.5% | $10,132-85.9% |