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 | $26,707 | $39,122-31.7% | $57,179-53.3% | $62,891-57.5% |
| Participation rate | 89.3% | 70.5%+18.8pp | 75.3%+13.9pp | 69.3%+20.0pp |
| Annual return | 5.84% | 9.23%-3.4pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,551 | $1,874-17.2% | $2,682-42.2% | $2,281-32.0% |
| Participant deferral / active EE | $6,287 | $2,374+164.9% | $3,096+103.1% | $3,203+96.3% |
| Admin fee / account holder | $1,030 | $2,592-60.3% | $3,139-67.2% | $4,296-76.0% |