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 | $28,579 | $118,450-75.9% | $98,439-71.0% | $139,434-79.5% |
| Participation rate | 90.5% | 77.4%+13.0pp | 75.2%+15.3pp | 80.3%+10.2pp |
| Annual return | 17.16% | 18.94%-1.8pp | 21.16%-4.0pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,746 | $3,609-51.6% | $3,048-42.7% | $4,751-63.2% |
| Participant deferral / active EE | $2,303 | $5,392-57.3% | $4,738-51.4% | $6,710-65.7% |
| Admin fee / account holder | $5,199 | $14,026-62.9% | $8,948-41.9% | $11,403-54.4% |