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 | $21,252 | $99,341-78.6% | $84,750-74.9% | $273,961-92.2% |
| Participation rate | 95.0% | 80.7%+14.3pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | 7.61% | 22.93%-15.3pp | 22.78%-15.2pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,582 | $4,214-38.7% | $3,574-27.8% | $4,869-47.0% |
| Participant deferral / active EE | $1,890 | $4,269-55.7% | $3,712-49.1% | $5,287-64.3% |
| Admin fee / account holder | $785 | $6,644-88.2% | $5,332-85.3% | $10,132-92.3% |