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 | $35,096 | $127,065-72.4% | $113,168-69.0% | $142,382-75.4% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 19.93% | 24.03%-4.1pp | 24.27%-4.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,711 | $3,442-50.3% | $2,975-42.5% | $4,299-60.2% |
| Participant deferral / active EE | $3,814 | $5,716-33.3% | $5,107-25.3% | $6,507-41.4% |
| Admin fee / account holder | $3,058 | $15,736-80.6% | $12,068-74.7% | $12,624-75.8% |