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 | $30,441 | $90,503-66.4% | $78,689-61.3% | $273,961-88.9% |
| Participation rate | 95.0% | 76.5%+18.5pp | 73.6%+21.4pp | 83.0%+12.0pp |
| Annual return | 13.81% | 75.60%-61.8pp | 62.18%-48.4pp | 41.45%-27.6pp |
| Employer contribution / active EE | $2,728 | $3,176-14.1% | $2,851-4.3% | $4,869-44.0% |
| Participant deferral / active EE | $7,989 | $3,901+104.8% | $3,517+127.2% | $5,287+51.1% |
| Admin fee / account holder | $1,940 | $5,263-63.1% | $4,510-57.0% | $10,132-80.9% |