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 | $26,023 | $65,395-60.2% | $182,532-85.7% | $72,985-64.3% |
| Participation rate | 92.7% | 65.4%+27.2pp | 78.0%+14.7pp | 69.5%+23.2pp |
| Annual return | 22.41% | 27.68%-5.3pp | 148.54%-126.1pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,851 | $1,911-3.2% | $4,076-54.6% | $2,440-24.2% |
| Participant deferral / active EE | $3,477 | $3,563-2.4% | $5,524-37.1% | $3,607-3.6% |
| Admin fee / account holder | $626 | $4,245-85.3% | $8,592-92.7% | $5,124-87.8% |