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 | $12,676 | $65,685-80.7% | $57,179-77.8% | $273,961-95.4% |
| Participation rate | 93.3% | 78.3%+15.0pp | 75.3%+18.0pp | 83.0%+10.3pp |
| Annual return | 5.48% | 21.99%-16.5pp | 14.59%-9.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $931 | $3,279-71.6% | $2,682-65.3% | $4,869-80.9% |
| Participant deferral / active EE | $2,634 | $3,782-30.3% | $3,096-14.9% | $5,287-50.2% |
| Admin fee / account holder | $918 | $4,835-81.0% | $3,139-70.7% | $10,132-90.9% |