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 | $17,395 | $90,503-80.8% | $78,689-77.9% | $273,961-93.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 12.55% | 75.60%-63.1pp | 62.18%-49.6pp | 41.45%-28.9pp |
| Employer contribution / active EE | $997 | $3,176-68.6% | $2,851-65.0% | $4,869-79.5% |
| Participant deferral / active EE | $4,729 | $3,901+21.2% | $3,517+34.5% | $5,287-10.5% |
| Admin fee / account holder | $1,220 | $5,263-76.8% | $4,510-72.9% | $10,132-88.0% |