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 | $24,745 | $90,503-72.7% | $78,689-68.6% | $273,961-91.0% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 9.46% | 75.60%-66.1pp | 62.18%-52.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $5,826 | $3,176+83.5% | $2,851+104.4% | $4,869+19.7% |
| Participant deferral / active EE | $4,878 | $3,901+25.0% | $3,517+38.7% | $5,287-7.7% |
| Admin fee / account holder | $747 | $5,263-85.8% | $4,510-83.4% | $10,132-92.6% |