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 | $27,656 | $90,503-69.4% | $78,689-64.9% | $273,961-89.9% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 7.05% | 75.60%-68.6pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $942 | $3,176-70.3% | $2,851-66.9% | $4,869-80.6% |
| Participant deferral / active EE | $1,940 | $3,901-50.3% | $3,517-44.8% | $5,287-63.3% |
| Admin fee / account holder | $25,662 | $5,263+387.6% | $4,510+468.9% | $10,132+153.3% |