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 | $30,417 | $90,503-66.4% | $78,689-61.3% | $273,961-88.9% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 6.02% | 75.60%-69.6pp | 62.18%-56.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,660 | $3,176-47.7% | $2,851-41.8% | $4,869-65.9% |
| Participant deferral / active EE | $2,434 | $3,901-37.6% | $3,517-30.8% | $5,287-54.0% |
| Admin fee / account holder | $8,066 | $5,263+53.2% | $4,510+78.8% | $10,132-20.4% |