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 | $25,050 | $43,075-41.8% | $74,583-66.4% | $62,891-60.2% |
| Participation rate | 81.7% | 58.1%+23.6pp | 68.1%+13.6pp | 69.3%+12.4pp |
| Annual return | 8.31% | 17.50%-9.2pp | 20.47%-12.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,271 | $1,498-15.1% | $2,525-49.6% | $2,281-44.3% |
| Participant deferral / active EE | $2,037 | $2,389-14.8% | $3,458-41.1% | $3,203-36.4% |
| Admin fee / account holder | $511 | $2,840-82.0% | $4,138-87.7% | $4,296-88.1% |