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 | $42,331 | $99,341-57.4% | $84,750-50.1% | $273,961-84.5% |
| Participation rate | 86.7% | 80.7%+6.0pp | 76.6%+10.1pp | 83.0%+3.7pp |
| Annual return | 3.03% | 22.93%-19.9pp | 22.78%-19.7pp | 41.45%-38.4pp |
| Employer contribution / active EE | $2,254 | $4,214-46.5% | $3,574-36.9% | $4,869-53.7% |
| Participant deferral / active EE | $3,908 | $4,269-8.5% | $3,712+5.3% | $5,287-26.1% |
| Admin fee / account holder | $1,991 | $6,644-70.0% | $5,332-62.7% | $10,132-80.4% |