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 | $31,135 | $106,515-70.8% | $96,683-67.8% | $139,434-77.7% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 11.17% | 38.43%-27.3pp | 35.69%-24.5pp | 372.94%-361.8pp |
| Employer contribution / active EE | $2,216 | $4,103-46.0% | $3,737-40.7% | $4,751-53.4% |
| Participant deferral / active EE | $4,180 | $5,454-23.4% | $4,878-14.3% | $6,710-37.7% |
| Admin fee / account holder | $8,922 | $7,877+13.3% | $6,730+32.6% | $11,403-21.8% |