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 | $40,418 | $83,337-51.5% | $67,834-40.4% | $273,961-85.2% |
| Participation rate | 88.9% | 76.4%+12.5pp | 68.8%+20.1pp | 83.0%+5.9pp |
| Annual return | 8.53% | 259.45%-250.9pp | 138.47%-129.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,691 | $3,287-48.6% | $2,403-29.6% | $4,869-65.3% |
| Participant deferral / active EE | $2,830 | $4,088-30.8% | $3,160-10.4% | $5,287-46.5% |
| Admin fee / account holder | $1,462 | $6,752-78.3% | $4,622-68.4% | $10,132-85.6% |