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 | $22,877 | $96,557-76.3% | $80,975-71.7% | $273,961-91.6% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 14.85% | 15.14%-0.3pp | 17.10%-2.2pp | 41.45%-26.6pp |
| Employer contribution / active EE | $2,765 | $4,868-43.2% | $3,714-25.5% | $4,869-43.2% |
| Participant deferral / active EE | $4,840 | $6,598-26.6% | $5,696-15.0% | $5,287-8.5% |
| Admin fee / account holder | $635 | $7,492-91.5% | $5,516-88.5% | $10,132-93.7% |