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 | $15,435 | $43,327-64.4% | $59,878-74.2% | $64,186-76.0% |
| Participation rate | 90.8% | 69.2%+21.6pp | 74.7%+16.1pp | 69.6%+21.2pp |
| Annual return | 23.84% | -1.55%+25.4pp | 3.46%+20.4pp | 7.63%+16.2pp |
| Employer contribution / active EE | $1,749 | $2,028-13.8% | $2,722-35.7% | $2,381-26.5% |
| Participant deferral / active EE | $3,303 | $2,546+29.7% | $3,402-2.9% | $3,470-4.8% |
| Admin fee / account holder | $1,010 | $3,005-66.4% | $3,590-71.9% | $4,888-79.3% |