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 | $57,988 | $99,032-41.4% | $80,019-27.5% | $135,375-57.2% |
| Participation rate | 94.1% | 78.4%+15.8pp | 75.8%+18.3pp | 82.6%+11.5pp |
| Annual return | 3.88% | 15.39%-11.5pp | 11.22%-7.3pp | 519.73%-515.9pp |
| Employer contribution / active EE | $2,133 | $3,043-29.9% | $2,468-13.6% | $4,779-55.4% |
| Participant deferral / active EE | $2,671 | $4,282-37.6% | $3,686-27.5% | $5,609-52.4% |
| Admin fee / account holder | $1,222 | $10,436-88.3% | $6,521-81.3% | $10,827-88.7% |