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 | $21,521 | $54,541-60.5% | $78,778-72.7% | $70,131-69.3% |
| Participation rate | 73.9% | 60.8%+13.1pp | 69.2%+4.7pp | 69.5%+4.4pp |
| Annual return | 16.03% | 21.07%-5.0pp | 35.62%-19.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,351 | $1,089+24.1% | $1,986-32.0% | $2,342-42.3% |
| Participant deferral / active EE | $2,135 | $2,210-3.4% | $2,958-27.8% | $3,332-35.9% |
| Admin fee / account holder | $955 | $3,709-74.2% | $5,134-81.4% | $4,645-79.4% |