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 | $23,503 | $73,933-68.2% | $96,683-75.7% | $75,163-68.7% |
| Participation rate | 87.9% | 66.4%+21.5pp | 74.3%+13.6pp | 67.2%+20.7pp |
| Annual return | 21.46% | 26.70%-5.2pp | 35.69%-14.2pp | 160.62%-139.2pp |
| Employer contribution / active EE | $1,536 | $2,928-47.5% | $3,737-58.9% | $2,670-42.5% |
| Participant deferral / active EE | $3,352 | $3,659-8.4% | $4,878-31.3% | $4,125-18.7% |
| Admin fee / account holder | $694 | $5,216-86.7% | $6,730-89.7% | $5,651-87.7% |