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 | $16,185 | $90,503-82.1% | $78,689-79.4% | $273,961-94.1% |
| Participation rate | 95.5% | 76.5%+18.9pp | 73.6%+21.9pp | 83.0%+12.4pp |
| Annual return | 12.63% | 75.60%-63.0pp | 62.18%-49.5pp | 41.45%-28.8pp |
| Employer contribution / active EE | $2,203 | $3,176-30.6% | $2,851-22.7% | $4,869-54.7% |
| Participant deferral / active EE | $4,459 | $3,901+14.3% | $3,517+26.8% | $5,287-15.7% |
| Admin fee / account holder | $1,055 | $5,263-80.0% | $4,510-76.6% | $10,132-89.6% |