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 | $33,875 | $99,341-65.9% | $84,750-60.0% | $273,961-87.6% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 4.42% | 22.93%-18.5pp | 22.78%-18.4pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,603 | $4,214-62.0% | $3,574-55.2% | $4,869-67.1% |
| Participant deferral / active EE | $2,807 | $4,269-34.3% | $3,712-24.4% | $5,287-46.9% |
| Admin fee / account holder | $4,328 | $6,644-34.9% | $5,332-18.8% | $10,132-57.3% |