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 | $18,105 | $90,503-80.0% | $78,689-77.0% | $273,961-93.4% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 3.27% | 75.60%-72.3pp | 62.18%-58.9pp | 41.45%-38.2pp |
| Employer contribution / active EE | $2,053 | $3,176-35.4% | $2,851-28.0% | $4,869-57.8% |
| Participant deferral / active EE | $4,266 | $3,901+9.4% | $3,517+21.3% | $5,287-19.3% |
| Admin fee / account holder | $43,460 | $5,263+725.7% | $4,510+863.5% | $10,132+328.9% |